FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 348 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |