FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 413 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,340 | -0.4% | 13,797 | -0.4% | 0.04% | +2.4% |
| Q2 2023 | $221,139 | -6.8% | 13,847 | -6.9% | 0.04% | -16.3% |
| Q1 2023 | $237,276 | -19.0% | 14,867 | -14.7% | 0.05% | -44.3% |
| Q4 2022 | $292,942 | -7.0% | 17,437 | -7.5% | 0.09% | +10.0% |
| Q3 2022 | $315,000 | -7.4% | 18,852 | -4.4% | 0.08% | -8.0% |
| Q2 2022 | $340,000 | -6.6% | 19,727 | +3.0% | 0.09% | +6.1% |
| Q1 2022 | $364,000 | -16.1% | 19,152 | -10.3% | 0.08% | -14.6% |
| Q4 2021 | $434,000 | -4.2% | 21,352 | -3.2% | 0.10% | -14.3% |
| Q3 2021 | $453,000 | +20.5% | 22,067 | +21.0% | 0.11% | +17.9% |
| Q2 2021 | $376,000 | -2.6% | 18,235 | -4.9% | 0.10% | -16.7% |
| Q1 2021 | $386,000 | +38.8% | 19,165 | +39.0% | 0.11% | +17.5% |
| Q4 2020 | $278,000 | – | 13,785 | – | 0.10% | – |
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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% |