FIRST TR EXCH TRADED FD III's ticker is FPEI and the CUSIP is 33739P855. A total of 152 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $551 | +0.7% | 30,000 | 0.0% | 0.06% | +9.1% |
| Q1 2024 | $547 | +2.2% | 30,000 | 0.0% | 0.06% | -20.3% |
| Q4 2023 | $535 | +5.7% | 30,000 | 0.0% | 0.07% | -6.8% |
| Q3 2023 | $506 | +0.2% | 30,000 | 0.0% | 0.07% | -22.1% |
| Q2 2023 | $505 | +0.6% | 30,000 | 0.0% | 0.10% | -8.7% |
| Q1 2023 | $502 | – | 30,000 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADAMSBROWN WEALTH CONSULTANTS LLC | 620,659 | $11,401,506 | 4.44% |
| Key FInancial Inc | 893,857 | $16,420,153 | 3.94% |
| Citizens Business Bank | 973,616 | $17,885,320 | 3.78% |
| Essex LLC | 884,401 | $16,246,446 | 3.63% |
| TKG Advisors, LLC | 237,146 | $4,356,378 | 2.36% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 2,117,629 | $38,900,852 | 2.31% |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 2,117,629 | $38,900,852 | 2.31% |
| Elevated Capital Advisors, LLC | 408,411 | $7,502,518 | 2.11% |
| SHELTON WEALTH MANAGEMENT, LLC | 180,177 | $3,309,847 | 1.88% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 261,761 | $4,805,932 | 1.77% |