FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 296 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,227,908 | -32.0% | 139,944 | -31.7% | 0.40% | -30.3% |
| Q2 2023 | $3,274,121 | +6.6% | 205,017 | +6.6% | 0.58% | +0.3% |
| Q1 2023 | $3,070,385 | +28.0% | 192,380 | +28.5% | 0.57% | +15.5% |
| Q4 2022 | $2,397,839 | +14.5% | 149,745 | +19.4% | 0.50% | +3.1% |
| Q3 2022 | $2,094,000 | -8.9% | 125,413 | -6.0% | 0.48% | -0.6% |
| Q2 2022 | $2,298,000 | -9.6% | 133,378 | -0.2% | 0.48% | +5.9% |
| Q1 2022 | $2,542,000 | +10.2% | 133,644 | +17.7% | 0.46% | +12.8% |
| Q4 2021 | $2,307,000 | -2.2% | 113,536 | -1.2% | 0.40% | -29.3% |
| Q3 2021 | $2,360,000 | +3.0% | 114,913 | +3.4% | 0.57% | -1.7% |
| Q2 2021 | $2,291,000 | +5.7% | 111,150 | +3.4% | 0.58% | -2.7% |
| Q1 2021 | $2,167,000 | -2.6% | 107,534 | -2.4% | 0.60% | -6.8% |
| Q4 2020 | $2,225,000 | +24.7% | 110,184 | +18.4% | 0.64% | +7.3% |
| Q3 2020 | $1,784,000 | +6.4% | 93,055 | +2.3% | 0.60% | -3.5% |
| Q2 2020 | $1,676,000 | +17.0% | 91,001 | +4.2% | 0.62% | -4.9% |
| Q1 2020 | $1,433,000 | -37.5% | 87,349 | -23.6% | 0.65% | -25.7% |
| Q4 2019 | $2,294,000 | +7.4% | 114,299 | +5.6% | 0.88% | -9.6% |
| Q3 2019 | $2,136,000 | – | 108,238 | – | 0.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 1,209,539 | $23,054,000 | 14.88% |
| Flaharty Asset Management, LLC | 921,522 | $17,564,000 | 7.06% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2,473,032 | $47,136,000 | 4.79% |
| Summit Financial Wealth Advisors, LLC | 845,259 | $16,161,000 | 4.27% |
| Wills Financial Group, Inc. | 316,874 | $6,039,000 | 4.10% |
| Quad-Cities Investment Group, LLC | 232,177 | $4,426,000 | 4.02% |
| WESPAC Advisors, LLC | 263,417 | $5,021,000 | 3.47% |
| HCR Wealth Advisors | 590,410 | $11,253,000 | 3.23% |
| Jaffetilchin Investment Partners, LLC | 723,999 | $13,799,000 | 3.06% |
| Aspen Investment Management Inc | 211,017 | $4,022,000 | 2.81% |