FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 400 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,721 | +13.0% | 23,840 | +13.0% | 0.02% | +5.9% |
| Q2 2023 | $336,882 | -21.7% | 21,095 | -21.8% | 0.02% | -32.0% |
| Q1 2023 | $430,309 | +85.9% | 26,962 | +95.7% | 0.02% | +56.2% |
| Q4 2022 | $231,424 | -36.9% | 13,775 | -37.3% | 0.02% | -42.9% |
| Q3 2022 | $367,000 | -45.9% | 21,959 | -44.3% | 0.03% | -46.2% |
| Q2 2022 | $679,000 | -53.6% | 39,415 | -48.7% | 0.05% | -49.0% |
| Q1 2022 | $1,462,000 | +475.6% | 76,845 | +515.1% | 0.10% | +466.7% |
| Q4 2021 | $254,000 | – | 12,494 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 1,454,492 | $29,192,000 | 15.33% |
| Flaharty Asset Management, LLC | 1,064,054 | $21,355,000 | 7.56% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2,750,765 | $55,208,000 | 5.21% |
| Quad-Cities Investment Group, LLC | 261,590 | $5,250,000 | 4.99% |
| SRS Capital Advisors, Inc. | 795,664 | $15,969,000 | 4.58% |
| BENJAMIN EDWARDS INC | 111,420 | $2,236,000 | 4.56% |
| Summit Financial Wealth Advisors, LLC | 925,639 | $18,707,000 | 4.54% |
| WESPAC Advisors, LLC | 204,955 | $4,113,000 | 4.03% |
| Measured Wealth Private Client Group, LLC | 288,996 | $5,800,000 | 3.87% |
| Wills Financial Group, Inc. | 323,139 | $6,485,000 | 3.72% |