FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 387 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2023. The put-call ratio across all filers is 3.29 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,325,484 | -13.9% | 78,898 | -15.3% | 0.15% | -18.3% |
| Q3 2022 | $1,539,000 | +21.5% | 93,182 | +26.7% | 0.18% | +22.4% |
| Q2 2022 | $1,267,000 | +4.5% | 73,556 | +15.4% | 0.15% | +22.5% |
| Q1 2022 | $1,213,000 | +3.1% | 63,760 | +10.1% | 0.12% | +5.3% |
| Q4 2021 | $1,177,000 | +279.7% | 57,926 | +283.8% | 0.11% | +235.3% |
| Q3 2021 | $310,000 | -0.3% | 15,093 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $311,000 | -10.6% | 15,093 | -12.7% | 0.04% | -12.5% |
| Q1 2021 | $348,000 | – | 17,284 | – | 0.04% | – |
Download | ||||||
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% |