Sequoia 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
Sequoia Wealth Management, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2019$277,000
+9.9%
14,082
+9.5%
0.57%
+136.8%
Q2 2019$252,000
-5.3%
12,865
-8.0%
0.24%
+10.6%
Q1 2019$266,000
-40.0%
13,988
-43.3%
0.22%
-50.8%
Q4 2018$443,000
-12.3%
24,671
-6.7%
0.44%
+1.2%
Q3 2018$505,000
-24.3%
26,445
-24.2%
0.43%
-38.7%
Q2 2018$667,000
-1.0%
34,894
+0.8%
0.71%
+8.8%
Q1 2018$674,000
+188.0%
34,604
+197.0%
0.65%
+208.5%
Q4 2017$234,00011,6510.21%
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