FIRST TR EXCH TRADED FD III's ticker is FPEI and the CUSIP is 33739P855. A total of 136 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $972,627 | +37.1% | 52,946 | +36.0% | 0.02% | +18.8% |
Q1 2024 | $709,234 | +91.9% | 38,926 | +87.8% | 0.02% | +77.8% |
Q4 2023 | $369,598 | +12.2% | 20,729 | +6.2% | 0.01% | -10.0% |
Q3 2023 | $329,346 | +1.4% | 19,511 | +1.3% | 0.01% | -9.1% |
Q2 2023 | $324,666 | -8.3% | 19,268 | -8.8% | 0.01% | -21.4% |
Q1 2023 | $353,888 | +19.1% | 21,127 | +26.6% | 0.01% | -6.7% |
Q4 2022 | $297,256 | – | 16,690 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WealthTrust Asset Management, LLC | 466,610 | $9,052,000 | 6.44% |
Sterling Manor Financial, LLC | 414,182 | $8,035,000 | 6.42% |
Southern Wealth Management, LLP | 1,006,981 | $19,535,000 | 6.36% |
Cherry Creek Investment Advisors, Inc. | 418,108 | $8,111,000 | 5.34% |
QP WEALTH MANAGEMENT, LLC | 242,104 | $4,697,000 | 5.25% |
ADAMSBROWN WEALTH CONSULTANTS LLC | 328,869 | $6,380,000 | 5.05% |
PETERSON WEALTH MANAGEMENT | 357,267 | $6,931,000 | 4.65% |
Essex LLC | 1,422,916 | $27,604,000 | 3.74% |
Walker Asset Management, LLC | 173,736 | $3,370,000 | 2.70% |
Elevated Capital Advisors, LLC | 369,930 | $7,177,000 | 2.38% |