FIRST TR EXCH TRADED FD III's ticker is FPEI and the CUSIP is 33739P855. A total of 96 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,325,296 | +18.6% | 78,513 | +18.4% | 0.10% | +18.8% |
| Q2 2023 | $1,117,661 | +4.0% | 66,331 | +3.4% | 0.08% | +3.9% |
| Q1 2023 | $1,074,791 | -48.4% | 64,168 | -40.2% | 0.08% | -43.8% |
| Q1 2022 | $2,083,000 | +0.4% | 107,385 | +5.6% | 0.14% | +4.6% |
| Q4 2021 | $2,074,000 | +63.6% | 101,681 | +65.6% | 0.13% | +52.3% |
| Q3 2021 | $1,268,000 | +21.2% | 61,418 | +21.4% | 0.09% | +22.9% |
| Q2 2021 | $1,046,000 | – | 50,593 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADAMSBROWN WEALTH CONSULTANTS LLC | 537,680 | $9,576,089 | 5.81% |
| PETERSON WEALTH MANAGEMENT | 304,811 | $5,428,688 | 5.53% |
| Cherry Creek Investment Advisors, Inc. | 376,824 | $6,711,238 | 5.21% |
| Essex LLC | 904,075 | $16,101,576 | 4.87% |
| SHELTON WEALTH MANAGEMENT, LLC | 293,939 | $5,235,046 | 4.13% |
| QP WEALTH MANAGEMENT, LLC | 141,586 | $2,521,647 | 3.93% |
| Elevated Capital Advisors, LLC | 462,184 | $8,231,492 | 3.14% |
| MILESTONE ASSET MANAGEMENT, LLC | 261,383 | $4,851,268 | 2.89% |
| SUTTON PLACE INVESTORS LLC | 111,180 | $1,980,116 | 2.83% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 2,014,435 | $35,877 | 2.55% |