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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $245,131 | -14.9% | 14,591 | -12.8% | 0.02% | -17.2% |
| Q2 2022 | $288,000 | -99.9% | 16,731 | -23.3% | 0.03% | -14.7% |
| Q1 2022 | $415,054,000 | -63.2% | 21,822 | -60.7% | 0.03% | -62.6% |
| Q4 2021 | $1,126,968,000 | +170.0% | 55,461 | +172.9% | 0.09% | +152.8% |
| Q3 2021 | $417,414,000 | +172385.1% | 20,322 | +73.2% | 0.04% | +20.0% |
| Q2 2021 | $242,000 | -53.5% | 11,736 | -54.5% | 0.03% | -45.5% |
| Q1 2021 | $520,000 | +6.1% | 25,810 | -3.0% | 0.06% | -30.4% |
| Q2 2020 | $490,000 | -25.9% | 26,598 | -19.5% | 0.08% | -30.7% |
| Q4 2019 | $661,000 | +192.5% | 33,044 | +179.5% | 0.11% | +256.2% |
| Q3 2018 | $226,000 | – | 11,824 | – | 0.03% | – |
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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% |