FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 180 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $820,000 | +0.2% | 40,500 | 0.0% | 0.06% | -6.6% |
| Q4 2020 | $818,000 | +4.3% | 40,500 | 0.0% | 0.06% | +5.2% |
| Q3 2020 | $784,000 | +4.5% | 40,500 | 0.0% | 0.06% | -1.7% |
| Q2 2020 | $750,000 | +0.3% | 40,500 | 0.0% | 0.06% | -3.3% |
| Q1 2020 | $748,000 | -8.0% | 40,500 | 0.0% | 0.06% | -3.2% |
| Q4 2019 | $813,000 | +1.8% | 40,500 | 0.0% | 0.06% | -1.6% |
| Q3 2019 | $799,000 | +1.4% | 40,500 | 0.0% | 0.06% | -8.6% |
| Q2 2019 | $788,000 | +0.9% | 40,500 | -1.2% | 0.07% | +18.6% |
| Q1 2019 | $781,000 | +6.1% | 41,000 | 0.0% | 0.06% | -1.7% |
| Q4 2018 | $736,000 | -7.0% | 41,000 | -1.0% | 0.06% | +1.7% |
| Q3 2018 | $791,000 | +0.3% | 41,413 | 0.0% | 0.06% | -3.3% |
| Q2 2018 | $789,000 | -2.1% | 41,413 | 0.0% | 0.06% | -4.7% |
| Q1 2018 | $806,000 | -3.0% | 41,413 | -0.3% | 0.06% | 0.0% |
| Q4 2017 | $831,000 | +3.5% | 41,520 | +3.8% | 0.06% | -29.7% |
| Q3 2017 | $803,000 | +0.4% | 40,000 | 0.0% | 0.09% | +12.3% |
| Q2 2017 | $800,000 | +2.4% | 40,000 | 0.0% | 0.08% | 0.0% |
| Q1 2017 | $781,000 | +2.8% | 40,000 | 0.0% | 0.08% | -21.4% |
| Q4 2016 | $760,000 | -35.2% | 40,000 | -33.3% | 0.10% | -21.4% |
| Q3 2016 | $1,173,000 | +2.8% | 60,000 | 0.0% | 0.13% | -7.1% |
| Q2 2016 | $1,141,000 | +1.9% | 60,000 | 0.0% | 0.14% | -24.2% |
| Q1 2016 | $1,120,000 | – | 60,000 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 1,170,510 | $20,882,000 | 18.07% |
| HCR Wealth Advisors | 1,245,281 | $22,353,000 | 7.22% |
| Flaharty Asset Management, LLC | 922,785 | $16,564,000 | 7.06% |
| SRS Capital Advisors, Inc. | 685,692 | $12,308,000 | 4.89% |
| Summit Financial Wealth Advisors, LLC | 798,644 | $14,336,000 | 4.65% |
| WESPAC Advisors, LLC | 254,374 | $4,566,000 | 4.43% |
| Wills Financial Group, Inc. | 310,559 | $5,574,000 | 4.28% |
| Quad-Cities Investment Group, LLC | 224,026 | $4,030,000 | 4.14% |
| 1 NORTH WEALTH SERVICES LLC | 255,631 | $4,589,000 | 3.83% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1,633,528 | $29,322,000 | 3.33% |