Creative Planning - 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 33 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$175,753
-6.9%
11,005
-6.9%
0.00%
Q2 2023$188,743
-20.8%
11,819
-20.9%
0.00%
Q1 2023$238,328
-60.0%
14,933
-57.9%
0.00%
-100.0%
Q4 2022$596,489
+10.1%
35,505
+9.4%
0.00%0.0%
Q3 2022$542,000
-7.0%
32,464
-4.1%
0.00%0.0%
Q2 2022$583,000
+4.5%
33,860
+15.4%
0.00%0.0%
Q1 2022$558,000
-8.8%
29,346
-2.6%
0.00%0.0%
Q4 2021$612,000
-3.9%
30,131
-2.8%
0.00%0.0%
Q3 2021$637,000
-0.6%
30,991
-0.4%
0.00%0.0%
Q2 2021$641,000
+3.4%
31,121
+1.2%
0.00%0.0%
Q1 2021$620,000
-0.8%
30,755
-0.6%
0.00%0.0%
Q4 2020$625,000
+3.5%
30,944
-1.8%
0.00%
-50.0%
Q3 2020$604,000
+3.8%
31,510
-0.3%
0.00%0.0%
Q2 2020$582,000
-7.6%
31,605
-17.7%
0.00%0.0%
Q1 2020$630,000
-40.0%
38,411
-26.6%
0.00%
-33.3%
Q4 2019$1,050,000
+13.3%
52,325
+11.4%
0.00%0.0%
Q3 2019$927,000
+8.2%
46,963
+6.2%
0.00%0.0%
Q2 2019$857,000
+294.9%
44,218
+289.0%
0.00%
+200.0%
Q3 2018$217,000
+1872.7%
11,366
+2056.7%
0.00%
Q2 2017$11,000
+10.0%
527
+5.0%
0.00%
Q1 2017$10,000
-61.5%
502
-61.8%
0.00%
Q3 2016$26,000
+4.0%
1,3150.0%0.00%
Q2 2016$25,0000.0%1,3150.0%0.00%
Q1 2016$25,000
+400.0%
1,315
+381.7%
0.00%
Q4 2014$5,0000.0%2730.0%0.00%
Q3 2014$5,0000.0%2730.0%0.00%
Q2 2014$5,0002730.00%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2014
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