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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,239,470 | +4.3% | 77,612 | +4.3% | 0.09% | +7.1% |
| Q2 2023 | $1,187,911 | +4.5% | 74,384 | +4.5% | 0.08% | +4.9% |
| Q1 2023 | $1,136,288 | +343.4% | 71,196 | +366.7% | 0.08% | +305.0% |
| Q4 2022 | $256,293 | +0.9% | 15,255 | +0.5% | 0.02% | -4.8% |
| Q3 2022 | $254,000 | -43.6% | 15,181 | -41.9% | 0.02% | -41.7% |
| Q2 2022 | $450,000 | -21.2% | 26,132 | -12.9% | 0.04% | -5.3% |
| Q1 2022 | $571,000 | +27.2% | 29,998 | +35.8% | 0.04% | +31.0% |
| Q4 2021 | $449,000 | +14.5% | 22,086 | +16.1% | 0.03% | -6.5% |
| Q2 2021 | $392,000 | +2.6% | 19,024 | +0.3% | 0.03% | -16.2% |
| Q1 2021 | $382,000 | +0.3% | 18,970 | +0.5% | 0.04% | -7.5% |
| Q4 2020 | $381,000 | +4.1% | 18,867 | -5.0% | 0.04% | -27.3% |
| Q2 2020 | $366,000 | -14.7% | 19,856 | -7.2% | 0.06% | +1.9% |
| Q4 2019 | $429,000 | – | 21,387 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 1,209,539 | $23,054,000 | 14.88% |
| Flaharty Asset Management, LLC | 921,522 | $17,564,000 | 7.06% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2,473,032 | $47,136,000 | 4.79% |
| Summit Financial Wealth Advisors, LLC | 845,259 | $16,161,000 | 4.27% |
| Wills Financial Group, Inc. | 316,874 | $6,039,000 | 4.10% |
| Quad-Cities Investment Group, LLC | 232,177 | $4,426,000 | 4.02% |
| WESPAC Advisors, LLC | 263,417 | $5,021,000 | 3.47% |
| HCR Wealth Advisors | 590,410 | $11,253,000 | 3.23% |
| Jaffetilchin Investment Partners, LLC | 723,999 | $13,799,000 | 3.06% |
| Aspen Investment Management Inc | 211,017 | $4,022,000 | 2.81% |