FIRST TR EXCH TRADED FD III's ticker is FPEI and the CUSIP is 33739P855. A total of 140 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,401,198 | +6.7% | 379,218 | +6.6% | 0.93% | +9.3% |
| Q2 2023 | $5,996,740 | +1.9% | 355,890 | +1.3% | 0.85% | -4.7% |
| Q1 2023 | $5,883,112 | +3.2% | 351,231 | +9.8% | 0.90% | -3.4% |
| Q4 2022 | $5,698,479 | +467.6% | 319,959 | +446.3% | 0.93% | +383.3% |
| Q3 2022 | $1,004,000 | -30.6% | 58,567 | -28.3% | 0.19% | -27.8% |
| Q2 2022 | $1,447,000 | -10.8% | 81,635 | -2.4% | 0.27% | -1.8% |
| Q1 2022 | $1,622,000 | – | 83,628 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthTrust Asset Management, LLC | 295,002 | $6,098,000 | 5.29% |
| QP WEALTH MANAGEMENT, LLC | 241,657 | $4,995,000 | 5.11% |
| Cherry Creek Investment Advisors, Inc. | 372,785 | $7,705,000 | 5.06% |
| PETERSON WEALTH MANAGEMENT | 260,234 | $5,379,000 | 4.20% |
| 1776 Wealth LLC | 134,602 | $2,782,000 | 1.57% |
| WESPAC Advisors, LLC | 36,227 | $749,000 | 1.43% |
| ShoreHaven Wealth Partners, LLC | 106,578 | $2,202,000 | 1.18% |
| Derbend Asset Management | 54,680 | $1,130,000 | 1.05% |
| VISTA INVESTMENT MANAGEMENT | 77,696 | $1,606,000 | 0.95% |
| Jaffetilchin Investment Partners, LLC | 591,658 | $12,230,000 | 0.84% |