FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 394 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2023. The put-call ratio across all filers is 3.29 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $519,901 | -1.3% | 29,948 | -1.5% | 0.07% | -2.7% |
| Q1 2024 | $526,587 | -1.6% | 30,404 | -4.2% | 0.08% | -9.6% |
| Q4 2023 | $534,934 | +7.9% | 31,729 | +2.2% | 0.08% | -4.6% |
| Q3 2023 | $495,979 | +7.4% | 31,057 | +7.4% | 0.09% | +7.4% |
| Q2 2023 | $461,992 | +30.8% | 28,929 | +30.7% | 0.08% | +26.6% |
| Q1 2023 | $353,137 | – | 22,126 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 1,170,510 | $20,882,000 | 18.07% |
| HCR Wealth Advisors | 1,245,281 | $22,353,000 | 7.22% |
| Flaharty Asset Management, LLC | 922,785 | $16,564,000 | 7.06% |
| SRS Capital Advisors, Inc. | 685,692 | $12,308,000 | 4.89% |
| Summit Financial Wealth Advisors, LLC | 798,644 | $14,336,000 | 4.65% |
| WESPAC Advisors, LLC | 254,374 | $4,566,000 | 4.43% |
| Wills Financial Group, Inc. | 310,559 | $5,574,000 | 4.28% |
| Quad-Cities Investment Group, LLC | 224,026 | $4,030,000 | 4.14% |
| 1 NORTH WEALTH SERVICES LLC | 255,631 | $4,589,000 | 3.83% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1,633,528 | $29,322,000 | 3.33% |