Castle Rock 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 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
Castle Rock Wealth Management, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2022$171,000
-3.9%
10,3000.0%0.09%
-5.5%
Q2 2022$178,000
-7.8%
10,3000.0%0.09%
+2.2%
Q1 2022$193,000
-6.8%
10,3000.0%0.09%
+6.0%
Q4 2021$207,000
-2.4%
10,3000.0%0.08%
+15.1%
Q3 2021$212,000
-77.8%
10,300
-77.9%
0.07%
-91.5%
Q4 2019$953,000
+6.8%
46,578
+4.1%
0.86%
-7.2%
Q3 2019$892,000
-3.6%
44,756
-6.1%
0.93%
-9.7%
Q2 2019$925,000
+92400.0%
47,659
+37.0%
1.03%
+2286.0%
Q1 2019$1,000
-99.8%
34,786
+4.4%
0.04%
-95.7%
Q3 2018$626,000
-4.4%
33,322
-3.1%
1.00%
+11.3%
Q2 2018$655,000
+122.8%
34,376
+127.6%
0.89%
+84.0%
Q1 2018$294,00015,1020.49%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2023
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