FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 379 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $10,000 | -80.0% | 500 | -80.0% | 0.01% | -82.5% |
| Q4 2020 | $50,000 | +4.2% | 2,500 | 0.0% | 0.04% | -4.8% |
| Q3 2020 | $48,000 | +4.3% | 2,500 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $46,000 | +12.2% | 2,500 | 0.0% | 0.04% | -8.7% |
| Q1 2020 | $41,000 | -18.0% | 2,500 | 0.0% | 0.05% | +4.5% |
| Q4 2019 | $50,000 | +2.0% | 2,500 | 0.0% | 0.04% | -6.4% |
| Q3 2019 | $49,000 | +2.1% | 2,500 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $48,000 | 0.0% | 2,500 | 0.0% | 0.05% | -2.1% |
| Q1 2019 | $48,000 | +6.7% | 2,500 | 0.0% | 0.05% | -5.9% |
| Q4 2018 | $45,000 | -6.2% | 2,500 | 0.0% | 0.05% | +10.9% |
| Q3 2018 | $48,000 | 0.0% | 2,500 | 0.0% | 0.05% | -2.1% |
| Q2 2018 | $48,000 | -2.0% | 2,500 | 0.0% | 0.05% | -11.3% |
| Q1 2018 | $49,000 | -2.0% | 2,500 | 0.0% | 0.05% | +1.9% |
| Q4 2017 | $50,000 | – | 2,500 | – | 0.05% | – |
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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% |