BEACON FINANCIAL GROUP - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FPEI and the CUSIP is 33739P855. A total of 135 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
BEACON FINANCIAL GROUP ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$3,443
-67.4%
201,789
-64.5%
0.49%
-65.9%
Q2 2023$10,562
-8.2%
567,870
-17.1%
1.43%
-10.8%
Q1 2023$11,502
-8.4%
684,654
-2.9%
1.60%
-6.4%
Q4 2022$12,559705,1801.71%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2023
NameSharesValueWeighting ↓
ADAMSBROWN WEALTH CONSULTANTS LLC 547,395$9,168,8585.28%
Essex LLC 904,075$16,101,5764.87%
Cherry Creek Investment Advisors, Inc. 378,029$6,331,9894.64%
Citizens Business Bank 1,097,619$18,385,1604.23%
QP WEALTH MANAGEMENT, LLC 151,303$2,534,3254.15%
SHELTON WEALTH MANAGEMENT, LLC 301,428$5,048,9224.10%
PETERSON WEALTH MANAGEMENT 244,757$4,099,6793.92%
Elevated Capital Advisors, LLC 477,830$8,003,6602.87%
SUTTON PLACE INVESTORS LLC 114,656$1,920,4882.61%
SMITH CHAS P & ASSOCIATES PA CPAS 2,109,071$35,3272.40%
View complete list of FIRST TR EXCH TRADED FD III shareholders