Capital Planning Advisors, 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 90 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$654,702
-1.1%
12,318
-1.8%
0.14%
+2.2%
Q2 2023$661,934
+3.1%
12,539
-0.7%
0.13%
-1.5%
Q1 2023$641,730
-24.0%
12,630
-26.9%
0.14%
-32.3%
Q4 2022$844,425
+4.5%
17,279
+0.1%
0.20%
-7.4%
Q3 2022$808,000
+37.9%
17,255
+43.1%
0.22%
+40.0%
Q2 2022$586,00012,0540.16%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2022
NameSharesValueWeighting ↓
ACAS, LLC 58,334$2,820,0003.93%
WealthPLAN Partners, LLC 510,244$26,201,0001.74%
Financial Enhancement Group LLC 174,076$8,417,0001.59%
LITTLE HOUSE CAPITAL LLC 52,135$2,521,0001.48%
Alliance Wealth Advisors, LLC 44,586$2,156,0000.96%
Golden State Equity Partners 43,623$2,109,0000.86%
Insight Advisors, LLC/ PA 44,115$2,253,0000.67%
Anfield Capital Management, LLC 36,879$1,783,0000.56%
Beacon Financial Advisory LLC 21,367$1,033,0000.54%
Koshinski Asset Management, Inc. 92,907$4,492,043,0000.39%
View complete list of FIRST TR EXCH TRADED FD III shareholders