AllSquare Wealth Management LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 398 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
AllSquare Wealth Management LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$7,857
+0.8%
4920.0%0.01%0.0%
Q2 2023$7,798
-0.7%
4920.0%0.01%0.0%
Q1 2023$7,852
-5.0%
4920.0%0.01%
-16.7%
Q4 2022$8,266
+3.3%
4920.0%0.01%0.0%
Q3 2022$8,0000.0%4920.0%0.01%
+20.0%
Q2 2022$8,000
-11.1%
4920.0%0.01%0.0%
Q1 2022$9,000
-10.0%
4920.0%0.01%
-16.7%
Q4 2021$10,0000.0%4920.0%0.01%0.0%
Q3 2021$10,0000.0%4920.0%0.01%0.0%
Q2 2021$10,0000.0%4920.0%0.01%0.0%
Q1 2021$10,0000.0%4920.0%0.01%
-14.3%
Q4 2020$10,000
+11.1%
4920.0%0.01%0.0%
Q3 2020$9,0000.0%4920.0%0.01%0.0%
Q2 2020$9,000
+12.5%
4920.0%0.01%0.0%
Q1 2020$8,000
-20.0%
4920.0%0.01%0.0%
Q4 2019$10,0000.0%4920.0%0.01%0.0%
Q3 2019$10,0000.0%4920.0%0.01%0.0%
Q2 2019$10,000
+11.1%
4920.0%0.01%0.0%
Q1 2019$9,0000.0%4920.0%0.01%0.0%
Q4 2018$9,0000.0%4920.0%0.01%0.0%
Q3 2018$9,0000.0%4920.0%0.01%0.0%
Q2 2018$9,000
-10.0%
4920.0%0.01%
-12.5%
Q1 2018$10,0004920.01%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2022
NameSharesValueWeighting ↓
Milestone Advisory Partners 1,209,539$23,054,00014.88%
Flaharty Asset Management, LLC 921,522$17,564,0007.06%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2,473,032$47,136,0004.79%
Summit Financial Wealth Advisors, LLC 845,259$16,161,0004.27%
Wills Financial Group, Inc. 316,874$6,039,0004.10%
Quad-Cities Investment Group, LLC 232,177$4,426,0004.02%
WESPAC Advisors, LLC 263,417$5,021,0003.47%
HCR Wealth Advisors 590,410$11,253,0003.23%
Jaffetilchin Investment Partners, LLC 723,999$13,799,0003.06%
Aspen Investment Management Inc 211,017$4,022,0002.81%
View complete list of FIRST TR EXCH TRADED FD III shareholders