FIRST TR EXCH TRADED FD III's ticker is FTLS and the CUSIP is 33739P103. A total of 3 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,160 | +0.7% | 3,804 | +0.1% | 0.02% | 0.0% |
| Q2 2023 | $200,660 | -39.0% | 3,801 | -46.0% | 0.02% | -10.5% |
| Q3 2022 | $329,000 | -3.8% | 7,043 | +0.0% | 0.02% | -5.0% |
| Q2 2022 | $342,000 | +0.6% | 7,042 | +5.1% | 0.02% | +25.0% |
| Q1 2022 | $340,000 | +33.3% | 6,702 | -1.8% | 0.02% | -72.4% |
| Q1 2020 | $255,000 | -3.8% | 6,822 | +9.9% | 0.06% | +45.0% |
| Q4 2019 | $265,000 | +7.3% | 6,206 | +3.2% | 0.04% | -21.6% |
| Q3 2019 | $247,000 | +2.5% | 6,016 | +0.0% | 0.05% | +59.4% |
| Q2 2019 | $241,000 | +1.7% | 6,015 | +0.0% | 0.03% | -39.6% |
| Q1 2019 | $237,000 | +6.3% | 6,014 | 0.0% | 0.05% | -11.7% |
| Q4 2018 | $223,000 | – | 6,014 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Concert Wealth Management Inc. | 12,905 | $482,000 | 1.95% |
| Yellowstone Partners, LLC | 22,145 | $822,000 | 0.43% |
| Partnervest Advisory Services LLC | 23,123 | $858,000 | 0.42% |
| IFP Advisors, Inc | 230,575 | $8,559,000 | 0.34% |
| Institute for Wealth Management, LLC. | 23,776 | $883,000 | 0.29% |
| IFC Holdings Incorporated/FL | 96,930 | $3,595,000 | 0.25% |
| LVZ, Inc. | 17,984 | $668,000 | 0.22% |
| COLONY GROUP LLC | 76,506 | $2,840,000 | 0.19% |
| Advisors Preferred, LLC | 5,936 | $220,000 | 0.13% |
| Geneos Wealth Management Inc. | 24,514 | $910,000 | 0.09% |