FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 325 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $538,154 | +11.7% | 32,033 | +11.0% | 0.06% | +35.6% |
| Q3 2022 | $482,000 | -6.0% | 28,863 | -3.1% | 0.04% | -27.4% |
| Q2 2022 | $513,000 | -41.1% | 29,798 | -34.9% | 0.06% | -32.6% |
| Q1 2022 | $871,000 | -22.4% | 45,803 | -17.0% | 0.09% | -22.0% |
| Q4 2021 | $1,122,000 | +41.7% | 55,217 | +43.2% | 0.12% | +29.7% |
| Q3 2021 | $792,000 | +6.5% | 38,566 | +6.7% | 0.09% | +8.3% |
| Q2 2021 | $744,000 | +28.1% | 36,137 | +25.2% | 0.08% | +23.5% |
| Q1 2021 | $581,000 | +54.9% | 28,856 | +55.4% | 0.07% | +38.8% |
| Q4 2020 | $375,000 | +5.3% | 18,574 | 0.0% | 0.05% | -50.5% |
| Q3 2020 | $356,000 | -10.3% | 18,574 | -13.9% | 0.10% | -15.4% |
| Q2 2020 | $397,000 | +12.1% | 21,574 | 0.0% | 0.12% | -12.0% |
| Q1 2020 | $354,000 | – | 21,574 | – | 0.13% | – |
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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% |