FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 327 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $956,012 | +40.5% | 59,863 | +40.5% | 0.70% | +47.8% |
| Q2 2023 | $680,609 | -8.3% | 42,618 | -3.5% | 0.47% | -18.4% |
| Q4 2022 | $742,106 | -2.0% | 44,173 | +11.1% | 0.58% | +12.8% |
| Q1 2022 | $757,000 | -70.1% | 39,774 | -68.1% | 0.51% | -66.4% |
| Q4 2021 | $2,533,000 | +198.7% | 124,673 | +202.1% | 1.53% | +185.6% |
| Q3 2021 | $848,000 | -64.7% | 41,268 | -65.4% | 0.54% | -67.1% |
| Q2 2021 | $2,405,000 | +201.0% | 119,363 | +201.7% | 1.63% | +171.0% |
| Q1 2021 | $799,000 | +278.7% | 39,565 | +260.0% | 0.60% | +233.9% |
| Q4 2020 | $211,000 | – | 10,989 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HCR Wealth Advisors | 1,278,381 | $25,580,000 | 8.94% |
| IFG Advisory, LLC | 622,126 | $25,485,000 | 5.74% |
| Flaharty Asset Management, LLC | 938,579 | $18,900,000 | 4.15% |
| Wills Financial Group, Inc. | 292,785 | $5,858,000 | 4.08% |
| LVZ, Inc. | 538,287 | $10,771,000 | 3.19% |
| BEACON FINANCIAL GROUP | 896,070 | $17,930,000 | 3.12% |
| Kabarec Financial Advisors, Ltd. | 252,439 | $5,051,000 | 3.10% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 362,021 | $7,244,000 | 2.83% |
| Karp Capital Management Corp | 326,863 | $6,541,000 | 2.77% |
| Hochman Cole Investment Advisors, Inc. | 194,502 | $3,892,000 | 2.45% |