FIRST TR EXCH TRADED FD III's ticker is FTLS and the CUSIP is 33739P103. A total of 118 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,268,955 | -48.0% | 80,319 | -48.3% | 3.66% | -33.1% |
| Q2 2023 | $8,206,786 | +0.9% | 155,461 | -2.9% | 5.46% | -11.3% |
| Q1 2023 | $8,134,884 | -4.4% | 160,104 | -8.0% | 6.16% | -2.4% |
| Q4 2022 | $8,507,925 | -2.8% | 174,093 | -6.9% | 6.31% | -8.2% |
| Q3 2022 | $8,753,000 | -3.0% | 186,914 | +0.8% | 6.87% | +9.0% |
| Q2 2022 | $9,022,000 | -8.5% | 185,492 | -4.7% | 6.31% | -4.4% |
| Q1 2022 | $9,864,000 | -6.6% | 194,599 | -3.9% | 6.60% | +8.2% |
| Q4 2021 | $10,562,000 | – | 202,444 | – | 6.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthPLAN Partners, LLC | 600,781 | $24,404,000 | 3.67% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 18,693 | $752,000 | 0.61% |
| COLONY GROUP LLC | 379,552 | $15,273,000 | 0.48% |
| Financial Advocates Investment Management | 78,471 | $3,158,000 | 0.37% |
| Barber Financial Group, Inc. | 20,724 | $834,000 | 0.20% |
| Private Advisor Group, LLC | 248,221 | $9,988,000 | 0.18% |
| CX Institutional | 16,553 | $666,000 | 0.11% |
| ATLAS CAPITAL ADVISORS LLC | 5,987 | $240,937,000 | 0.08% |
| Institute for Wealth Management, LLC. | 7,789 | $313,000 | 0.07% |
| SRS Capital Advisors, Inc. | 4,983 | $201,000 | 0.07% |