FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 387 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $258,278 | -2.2% | 16,173 | -2.2% | 0.10% | +1.0% |
| Q2 2023 | $264,024 | +12.8% | 16,533 | +12.8% | 0.10% | +9.7% |
| Q1 2023 | $233,967 | -7.2% | 14,660 | -2.3% | 0.09% | -7.0% |
| Q4 2022 | $252,202 | +3.4% | 15,012 | +2.8% | 0.10% | -18.0% |
| Q3 2022 | $244,000 | -2.8% | 14,607 | +16.9% | 0.12% | -3.9% |
| Q4 2019 | $251,000 | -99.9% | 12,498 | +6.3% | 0.13% | -1.6% |
| Q3 2019 | $231,966,000 | -43.6% | 11,757 | -44.6% | 0.13% | -44.4% |
| Q2 2019 | $411,359,000 | -13.7% | 21,215 | -15.1% | 0.23% | -20.0% |
| Q1 2019 | $476,462,000 | +94624.1% | 24,998 | -10.7% | 0.29% | -21.0% |
| Q4 2018 | $503,000 | -9.9% | 28,002 | -4.1% | 0.37% | -13.6% |
| Q3 2018 | $558,000 | -4.6% | 29,203 | -4.9% | 0.42% | +4.4% |
| Q2 2018 | $585,000 | -2.3% | 30,701 | -0.3% | 0.41% | -7.7% |
| Q1 2018 | $599,000 | -2.4% | 30,793 | +0.3% | 0.44% | -2.2% |
| Q4 2017 | $614,000 | – | 30,703 | – | 0.45% | – |
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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% |