FIRST TR EXCH TRADED FD III's ticker is FPEI and the CUSIP is 33739P855. A total of 152 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $357,037 | +60724.0% | 19,596 | -40.6% | 0.01% | -71.4% |
| Q4 2023 | $587 | -6.7% | 32,980 | -11.8% | 0.05% | -31.0% |
| Q3 2023 | $629 | -15.2% | 37,372 | -15.1% | 0.07% | -11.2% |
| Q2 2023 | $742 | +55.6% | 43,998 | +54.1% | 0.08% | +42.9% |
| Q1 2023 | $477 | -41.3% | 28,543 | -37.4% | 0.06% | -34.9% |
| Q4 2022 | $812 | -99.9% | 45,629 | -16.6% | 0.09% | -15.7% |
| Q3 2022 | $938,000 | +155.6% | 54,688 | +163.9% | 0.10% | +108.2% |
| Q2 2022 | $367,000 | +0.3% | 20,725 | +9.8% | 0.05% | +53.1% |
| Q1 2022 | $366,000 | +10.9% | 18,882 | +16.7% | 0.03% | +18.5% |
| Q4 2021 | $330,000 | +34.7% | 16,180 | +36.2% | 0.03% | +35.0% |
| Q3 2021 | $245,000 | -42.4% | 11,877 | -52.8% | 0.02% | -93.3% |
| Q1 2020 | $425,000 | -26.5% | 25,155 | -12.7% | 0.30% | -3.5% |
| Q4 2019 | $578,000 | – | 28,813 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PETERSON WEALTH MANAGEMENT | 352,973 | $7,151,000 | 6.07% |
| QP WEALTH MANAGEMENT, LLC | 230,917 | $4,678,000 | 5.09% |
| 1776 Wealth LLC | 129,208 | $2,618,000 | 1.65% |
| Jaffetilchin Investment Partners, LLC | 492,877 | $9,986,000 | 1.18% |
| WESPAC Advisors, LLC | 69,681 | $1,412,000 | 1.06% |
| ShoreHaven Wealth Partners, LLC | 87,967 | $1,782,000 | 0.96% |
| Elevated Capital Advisors, LLC | 118,227 | $2,425,000 | 0.94% |
| VISTA INVESTMENT MANAGEMENT | 70,990 | $1,438,000 | 0.90% |
| Phocas Financial Corp. | 325,618 | $6,597,000 | 0.87% |
| United Capital Management of KS, Inc. | 69,438 | $1,407,000 | 0.65% |