FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 357 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,292,420 | -10.5% | 80,928 | -10.5% | 0.14% | -7.1% |
| Q2 2023 | $1,443,592 | -5.8% | 90,394 | -5.9% | 0.16% | -10.9% |
| Q1 2023 | $1,532,894 | -7.4% | 96,046 | -2.5% | 0.18% | -10.7% |
| Q4 2022 | $1,655,018 | -6.1% | 98,513 | -6.6% | 0.20% | -10.5% |
| Q3 2022 | $1,762,000 | -16.0% | 105,509 | -13.3% | 0.22% | -15.4% |
| Q2 2022 | $2,097,000 | -91.4% | 121,709 | -90.5% | 0.26% | -90.8% |
| Q1 2022 | $24,309,000 | +26.3% | 1,278,057 | +34.9% | 2.82% | +31.4% |
| Q4 2021 | $19,248,000 | -17.2% | 947,239 | -16.3% | 2.15% | -25.4% |
| Q3 2021 | $23,246,000 | – | 1,131,730 | – | 2.88% | – |
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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% |