Advisor OS, LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 348 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Advisor OS, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q2 2023$7,334,536
+17.3%
459,270
+17.2%
1.20%
-20.1%
Q1 2023$6,253,161
-6.2%
391,802
-1.3%
1.50%
-15.2%
Q4 2022$6,667,093
+4.5%
396,851
+3.9%
1.77%
-8.0%
Q3 2022$6,378,000
+1.2%
381,923
+4.4%
1.92%
+4.6%
Q2 2022$6,302,000
+6.0%
365,735
+17.0%
1.84%
+6.8%
Q1 2022$5,946,000
-23.6%
312,649
-18.3%
1.72%
+8.5%
Q4 2021$7,779,000
+8.9%
382,827
+10.1%
1.59%
+2.2%
Q3 2021$7,144,000
-5.5%
347,788
-5.3%
1.55%
-1.0%
Q2 2021$7,562,000
-7.9%
367,083
-9.9%
1.57%
-15.7%
Q1 2021$8,209,000
-3.9%
407,376
-3.7%
1.86%
-18.8%
Q4 2020$8,543,000
+13.7%
423,129
+8.0%
2.29%
-27.3%
Q3 2020$7,513,000391,8913.15%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2021
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