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 2023 | $1,330,872 | +296.1% | 83,388 | +307.2% | 0.28% | +65.5% |
| Q1 2020 | $336,000 | +12.4% | 20,478 | +37.8% | 0.17% | -3.4% |
| Q3 2017 | $299,000 | -7.7% | 14,865 | -8.3% | 0.18% | -8.3% |
| Q2 2017 | $324,000 | +27.6% | 16,208 | +24.4% | 0.19% | +13.5% |
| Q1 2017 | $254,000 | -51.6% | 13,024 | -53.0% | 0.17% | -17.5% |
| Q4 2016 | $525,000 | – | 27,688 | – | 0.21% | – |
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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% |