Dynamic Advisor Solutions LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FTLS and the CUSIP is 33739P103. A total of 3 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$485,590
+11.1%
9,136
+10.4%
0.02%0.0%
Q2 2023$436,902
-1.5%
8,276
-5.2%
0.02%
-11.5%
Q1 2023$443,567
+2.1%
8,730
-1.8%
0.03%
-13.3%
Q4 2022$434,410
+2.5%
8,889
-1.9%
0.03%
-6.2%
Q3 2022$424,000
+1.4%
9,058
+5.5%
0.03%0.0%
Q2 2022$418,000
+12.1%
8,586
+16.8%
0.03%
+23.1%
Q1 2022$373,000
-1.6%
7,351
+1.3%
0.03%
-3.7%
Q4 2021$379,000
+5.3%
7,257
-2.4%
0.03%0.0%
Q3 2021$360,000
-23.1%
7,436
-22.6%
0.03%
-27.0%
Q2 2021$468,000
+14.4%
9,611
+6.7%
0.04%
-2.6%
Q1 2021$409,000
+9.4%
9,011
+4.9%
0.04%
+8.6%
Q4 2020$374,000
+2.5%
8,587
+0.3%
0.04%
-14.6%
Q3 2020$365,000
-1.9%
8,565
-5.7%
0.04%
-18.0%
Q2 2020$372,000
+7.8%
9,082
-1.4%
0.05%
-20.6%
Q1 2020$345,000
-9.7%
9,212
+3.1%
0.06%
+21.2%
Q4 2019$382,000
+69.8%
8,939
+63.2%
0.05%
+48.6%
Q3 2019$225,0005,4790.04%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2023
NameSharesValueWeighting ↓
ACAS, LLC 59,898$3,183,5873.94%
LFA - Lugano Financial Advisors SA 80,319$4,268,9553.66%
Live Oak Investment Partners 69,308$3,683,2823.17%
FOCUS Wealth Advisors, LLC 77,293$4,108,1232.85%
Cornerstone Planning Group LLC 140,141$7,448,4922.84%
Financial Enhancement Group LLC 250,437$13,470,9942.59%
Sweet Financial Partners, LLC 178,820$9,504,2742.52%
LCNB CORP 82,332$4,375,9461.94%
WealthPlan Investment Management, LLC 176,028$9,355,8861.65%
EUDAIMONIA ADVISORS LLC 37,387$1,987,1201.40%
View complete list of FIRST TR EXCH TRADED FD III shareholders