FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 188 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $295,675 | -12.0% | 18,514 | -12.0% | 0.09% | -13.1% |
| Q2 2023 | $335,870 | +1.1% | 21,031 | +1.0% | 0.10% | -4.8% |
| Q1 2023 | $332,176 | -1.6% | 20,813 | +3.5% | 0.10% | -8.8% |
| Q4 2022 | $337,715 | -5.4% | 20,102 | -6.0% | 0.11% | -14.3% |
| Q3 2022 | $357,000 | -8.0% | 21,396 | -5.0% | 0.13% | +0.8% |
| Q2 2022 | $388,000 | -10.2% | 22,516 | -0.9% | 0.13% | +2.3% |
| Q1 2022 | $432,000 | +45.9% | 22,727 | +55.8% | 0.13% | +59.3% |
| Q4 2021 | $296,000 | +31.0% | 14,586 | +32.4% | 0.08% | +50.0% |
| Q3 2021 | $226,000 | +12.4% | 11,017 | +4.5% | 0.05% | -21.7% |
| Q3 2018 | $201,000 | 0.0% | 10,547 | 0.0% | 0.07% | -11.5% |
| Q2 2018 | $201,000 | -2.0% | 10,547 | 0.0% | 0.08% | -3.7% |
| Q1 2018 | $205,000 | -4.2% | 10,547 | -1.4% | 0.08% | -8.0% |
| Q4 2017 | $214,000 | +1.4% | 10,697 | +1.9% | 0.09% | +4.8% |
| Q3 2017 | $211,000 | – | 10,497 | – | 0.08% | – |
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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% |