Atlas Private Wealth Management, LLC - FIRST TR EXCH TRADED FD III ownership

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FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 388 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.4%.

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Quarter-by-quarter ownership
Atlas Private Wealth Management, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$4,081,806
+1.7%
255,592
+1.7%
2.19%
+3.5%
Q2 2023$4,015,018
+20.9%
251,410
+20.8%
2.12%
+6.1%
Q1 2023$3,320,904
-5.6%
208,077
-0.7%
2.00%
+22.9%
Q4 2022$3,519,315
+2.7%
209,483
+2.1%
1.62%
-34.5%
Q3 2022$3,426,000
-0.9%
205,149
+2.3%
2.48%
+5.0%
Q2 2022$3,457,000
-9.3%
200,619
+0.2%
2.36%
+6.6%
Q1 2022$3,810,000
-8.7%
200,304
-2.4%
2.21%
-4.8%
Q4 2021$4,171,000
-2.6%
205,254
-1.6%
2.32%
-11.2%
Q3 2021$4,283,000
+1.2%
208,534
+1.5%
2.62%
+0.3%
Q2 2021$4,232,000
-4.7%
205,455
-6.7%
2.61%
-7.9%
Q1 2021$4,440,000
+3.3%
220,325
+3.5%
2.84%
-7.4%
Q4 2020$4,299,000
+1.2%
212,907
-3.9%
3.06%
-7.9%
Q3 2020$4,247,000
+1.0%
221,537
-2.9%
3.33%
-1.7%
Q2 2020$4,203,000
+16.8%
228,151
+4.0%
3.39%
+1.9%
Q1 2020$3,599,000
-18.9%
219,444
-0.8%
3.32%
-2.6%
Q4 2019$4,439,000–221,165–3.41%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2023
NameSharesValueWeighting ↓
HCR Wealth Advisors 1,278,381$25,580,0008.94%
IFG Advisory, LLC 622,126$25,485,0005.74%
Flaharty Asset Management, LLC 938,579$18,900,0004.15%
Wills Financial Group, Inc. 292,785$5,858,0004.08%
LVZ, Inc. 538,287$10,771,0003.19%
BEACON FINANCIAL GROUP 896,070$17,930,0003.12%
Kabarec Financial Advisors, Ltd. 252,439$5,051,0003.10%
TRUSTCORE FINANCIAL SERVICES, LLC 362,021$7,244,0002.83%
Karp Capital Management Corp 326,863$6,541,0002.77%
Hochman Cole Investment Advisors, Inc. 194,502$3,892,0002.45%
View complete list of FIRST TR EXCH TRADED FD III shareholders