FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 420 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $966,490 | +45.4% | 60,557 | +53.1% | 0.14% | +35.9% |
| Q4 2022 | $664,675 | -65.2% | 39,564 | -57.5% | 0.10% | -68.2% |
| Q3 2021 | $1,911,000 | +1.0% | 93,020 | +1.3% | 0.32% | -0.6% |
| Q2 2021 | $1,892,000 | +9.4% | 91,868 | +7.0% | 0.33% | -2.7% |
| Q1 2021 | $1,730,000 | +11.8% | 85,877 | +12.1% | 0.34% | +2.4% |
| Q4 2020 | $1,547,000 | +3.8% | 76,633 | -1.5% | 0.33% | -10.2% |
| Q3 2020 | $1,491,000 | +8.8% | 77,775 | +4.5% | 0.36% | -0.8% |
| Q2 2020 | $1,370,000 | +5.5% | 74,397 | -6.0% | 0.37% | -7.6% |
| Q1 2020 | $1,299,000 | -16.2% | 79,185 | +2.5% | 0.40% | 0.0% |
| Q4 2019 | $1,550,000 | +15.8% | 77,219 | +13.9% | 0.40% | +7.9% |
| Q3 2019 | $1,338,000 | +7.8% | 67,804 | +6.0% | 0.37% | +7.0% |
| Q2 2019 | $1,241,000 | -5.5% | 63,991 | -7.1% | 0.34% | -9.5% |
| Q1 2019 | $1,313,000 | +0.9% | 68,906 | -4.9% | 0.38% | -7.8% |
| Q4 2018 | $1,301,000 | – | 72,467 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HCR Wealth Advisors | 1,278,381 | $25,580,000 | 8.94% |
| IFG Advisory, LLC | 622,126 | $25,485,000 | 5.74% |
| Flaharty Asset Management, LLC | 938,579 | $18,900,000 | 4.15% |
| Wills Financial Group, Inc. | 292,785 | $5,858,000 | 4.08% |
| LVZ, Inc. | 538,287 | $10,771,000 | 3.19% |
| BEACON FINANCIAL GROUP | 896,070 | $17,930,000 | 3.12% |
| Kabarec Financial Advisors, Ltd. | 252,439 | $5,051,000 | 3.10% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 362,021 | $7,244,000 | 2.83% |
| Karp Capital Management Corp | 326,863 | $6,541,000 | 2.77% |
| Hochman Cole Investment Advisors, Inc. | 194,502 | $3,892,000 | 2.45% |