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 | $354,885 | +0.5% | 22,222 | 0.0% | 0.02% | -4.8% |
| Q2 2023 | $353,108 | -5.0% | 22,222 | -5.0% | 0.02% | +31.2% |
| Q1 2023 | $371,778 | -5.4% | 23,397 | 0.0% | 0.02% | -23.8% |
| Q4 2022 | $393,070 | +1.0% | 23,397 | 0.0% | 0.02% | +16.7% |
| Q3 2022 | $389,000 | -12.6% | 23,397 | -9.4% | 0.02% | -41.9% |
| Q2 2022 | $445,000 | -49.8% | 25,813 | -44.6% | 0.03% | -67.4% |
| Q1 2022 | $887,000 | -12.9% | 46,625 | -7.0% | 0.10% | -46.9% |
| Q4 2021 | $1,018,000 | – | 50,110 | – | 0.18% | – |
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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% |