FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 357 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,250 | +0.2% | 16,922 | +0.2% | 0.03% | -2.9% |
| Q2 2023 | $269,751 | +0.3% | 16,891 | +0.2% | 0.04% | -5.4% |
| Q1 2023 | $269,046 | -3.4% | 16,858 | +1.7% | 0.04% | -37.3% |
| Q4 2022 | $278,412 | +0.5% | 16,572 | -0.2% | 0.06% | -4.8% |
| Q3 2022 | $277,000 | -3.1% | 16,605 | +0.2% | 0.06% | +3.3% |
| Q2 2022 | $286,000 | -9.2% | 16,580 | +0.1% | 0.06% | 0.0% |
| Q1 2022 | $315,000 | -6.2% | 16,556 | +0.1% | 0.06% | -6.2% |
| Q4 2021 | $336,000 | -0.9% | 16,535 | +0.1% | 0.06% | -9.9% |
| Q3 2021 | $339,000 | -0.3% | 16,516 | +0.1% | 0.07% | 0.0% |
| Q2 2021 | $340,000 | -3.1% | 16,493 | -5.2% | 0.07% | -13.4% |
| Q1 2021 | $351,000 | 0.0% | 17,401 | +0.2% | 0.08% | -4.7% |
| Q4 2020 | $351,000 | +5.7% | 17,371 | +0.2% | 0.09% | -1.1% |
| Q3 2020 | $332,000 | -4.3% | 17,339 | -7.9% | 0.09% | -11.2% |
| Q2 2020 | $347,000 | +11.6% | 18,829 | -0.8% | 0.10% | -8.4% |
| Q1 2020 | $311,000 | -30.4% | 18,972 | -14.8% | 0.11% | -15.1% |
| Q4 2019 | $447,000 | -17.4% | 22,263 | -18.8% | 0.13% | -21.7% |
| Q3 2019 | $541,000 | +7.8% | 27,402 | +5.9% | 0.16% | +8.8% |
| Q2 2019 | $502,000 | – | 25,877 | – | 0.15% | – |
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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% |