FIRST TR EXCH TRADED FD III's ticker is FPEI and the CUSIP is 33739P855. A total of 133 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
| 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 ↓ |
|---|---|---|---|
| QP WEALTH MANAGEMENT, LLC | 160,040 | $2,701,475 | 4.71% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 564,322 | $9,525,754 | 4.69% |
| Essex LLC | 862,914 | $14,565,988 | 4.09% |
| Citizens Business Bank | 1,011,572 | $17,075,346 | 4.01% |
| Cherry Creek Investment Advisors, Inc. | 345,586 | $5,833,498 | 3.96% |
| SHELTON WEALTH MANAGEMENT, LLC | 278,372 | $4,698,930 | 3.76% |
| PETERSON WEALTH MANAGEMENT | 203,330 | $3,432,217 | 2.82% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 211,167 | $3,564,499 | 2.49% |
| Key FInancial Inc | 428,027 | $7,225,096 | 2.44% |
| SUTTON PLACE INVESTORS LLC | 110,610 | $1,867,097 | 2.43% |