FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 9 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,404 | 0.0% | 401 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6,404 | +0.1% | 401 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,400 | -5.0% | 401 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,737 | -3.8% | 401 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | -66.7% | 401 | -62.6% | 0.00% | -66.7% |
| Q4 2019 | $21,000 | 0.0% | 1,071 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $21,000 | 0.0% | 1,071 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $21,000 | +5.0% | 1,071 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $20,000 | +5.3% | 1,071 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | +5.6% | 1,071 | +13.2% | 0.00% | +33.3% |
| Q3 2018 | $18,000 | 0.0% | 946 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $18,000 | 0.0% | 946 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $18,000 | -5.3% | 946 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $19,000 | +90.0% | 946 | +94.7% | 0.00% | +100.0% |
| Q3 2017 | $10,000 | – | 486 | – | 0.00% | – |
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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% |