Valmark Advisers, Inc. - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 325 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$3,558,960
+4.6%
222,853
+4.6%
0.07%
+7.2%
Q2 2023$3,401,090
+3.1%
212,967
+3.0%
0.07%
-2.8%
Q1 2023$3,299,214
-4.9%
206,718
+0.1%
0.07%
-11.2%
Q4 2022$3,470,196
+0.6%
206,559
+0.0%
0.08%
+15.9%
Q3 2022$3,449,000
-0.7%
206,551
+2.5%
0.07%
+3.0%
Q2 2022$3,472,000
-1.3%
201,510
+8.9%
0.07%
+8.1%
Q1 2022$3,519,000
-1.4%
185,008
+5.3%
0.06%0.0%
Q4 2021$3,570,000
+35.1%
175,686
+36.5%
0.06%
+29.2%
Q3 2021$2,643,000
+4.4%
128,663
+4.7%
0.05%
+4.3%
Q2 2021$2,532,000
+3.2%
122,924
+0.9%
0.05%
-2.1%
Q1 2021$2,454,000
-1.3%
121,804
-1.1%
0.05%
-7.8%
Q4 2020$2,487,000
+39.3%
123,166
+32.3%
0.05%
+24.4%
Q3 2020$1,785,000
+46.2%
93,131
+40.5%
0.04%
+41.4%
Q2 2020$1,221,00066,2980.03%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q1 2021
NameSharesValueWeighting ↓
Milestone Advisory Partners 1,209,539$23,054,00014.88%
Flaharty Asset Management, LLC 921,522$17,564,0007.06%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2,473,032$47,136,0004.79%
Summit Financial Wealth Advisors, LLC 845,259$16,161,0004.27%
Wills Financial Group, Inc. 316,874$6,039,0004.10%
Quad-Cities Investment Group, LLC 232,177$4,426,0004.02%
WESPAC Advisors, LLC 263,417$5,021,0003.47%
HCR Wealth Advisors 590,410$11,253,0003.23%
Jaffetilchin Investment Partners, LLC 723,999$13,799,0003.06%
Aspen Investment Management Inc 211,017$4,022,0002.81%
View complete list of FIRST TR EXCH TRADED FD III shareholders