Vestmark Advisory Solutions, Inc. - 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 398 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Vestmark Advisory Solutions, Inc. ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q2 2023$495,752
+19.1%
31,043
+19.0%
0.02%
+5.6%
Q1 2023$416,272
-75.3%
26,082
-74.0%
0.02%
-78.0%
Q4 2022$1,682,133
+235.8%
100,126
+233.7%
0.08%
+192.9%
Q3 2022$501,000
-24.8%
30,001
-22.4%
0.03%
-26.3%
Q2 2022$666,000
-38.6%
38,647
-32.3%
0.04%
-37.7%
Q1 2022$1,085,000
-47.7%
57,058
-44.1%
0.06%
-47.9%
Q4 2021$2,075,000
-10.1%
102,097
-9.1%
0.12%
-25.0%
Q3 2021$2,308,000
+16.2%
112,343
+16.5%
0.16%
+10.6%
Q2 2021$1,987,000
+149.3%
96,454
+143.8%
0.14%
+98.6%
Q1 2021$797,000
+62.7%
39,555
+63.0%
0.07%
+29.1%
Q4 2020$490,000
+47.1%
24,261
+39.8%
0.06%
+22.2%
Q3 2020$333,00017,3490.04%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2022
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