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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,533,307 | +10.3% | 471,716 | +10.3% | 3.42% | +10.4% |
| Q2 2023 | $6,832,561 | +24.8% | 427,837 | +24.7% | 3.10% | +10.6% |
| Q1 2023 | $5,476,522 | -0.4% | 343,140 | +4.8% | 2.80% | -5.0% |
| Q4 2022 | $5,498,869 | +2.4% | 327,314 | +1.8% | 2.94% | +0.8% |
| Q3 2022 | $5,368,000 | +0.3% | 321,434 | +3.4% | 2.92% | +3.3% |
| Q2 2022 | $5,354,000 | -6.5% | 310,745 | +3.3% | 2.83% | +14.2% |
| Q1 2022 | $5,724,000 | +31.6% | 300,929 | +40.6% | 2.48% | +31.6% |
| Q4 2021 | $4,350,000 | +7.8% | 214,080 | +9.0% | 1.88% | -0.3% |
| Q3 2021 | $4,034,000 | – | 196,415 | – | 1.89% | – |
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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% |