PRW Wealth Management LLC - FIRST TR EXCH TRADED FD III ownership

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FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 420 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
PRW Wealth Management LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$385,826
-21.6%
24,892
-18.5%
0.15%
-13.0%
Q2 2023$492,322
-15.8%
30,560
-16.4%
0.17%
-26.2%
Q1 2023$584,594
-4.8%
36,5600.0%0.23%
-13.3%
Q4 2022$614,208
+98.1%
36,560
+97.0%
0.26%
+78.4%
Q3 2022$310,000
-32.5%
18,560
-23.1%
0.15%
-27.5%
Q1 2022$459,000
-65.3%
24,120
-62.4%
0.20%
-47.4%
Q2 2021$1,321,000
+157.0%
64,134
+151.5%
0.39%
+54.0%
Q1 2021$514,000
+69.6%
25,500
+70.0%
0.25%
+48.2%
Q4 2020$303,000
+57.8%
15,000
+50.0%
0.17%
+24.1%
Q3 2020$192,000
+4.3%
10,0000.0%0.14%
-6.2%
Q2 2020$184,000
-67.3%
10,000
-64.3%
0.15%
-77.1%
Q4 2019$562,000
-4.9%
28,000
-6.7%
0.64%
-11.1%
Q3 2019$591,000
+35.6%
30,000
+33.3%
0.72%
+48.7%
Q2 2019$436,000
+34.6%
22,500
+32.4%
0.48%
+60.5%
Q1 2019$324,000–17,000–0.30%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 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