FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 420 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,791 | -17.2% | 18,459 | -17.2% | 0.02% | -14.3% |
| Q2 2023 | $355,940 | -3.0% | 22,288 | -3.0% | 0.02% | -16.0% |
| Q1 2023 | $366,809 | -5.7% | 22,983 | -0.8% | 0.02% | -13.8% |
| Q4 2022 | $389,105 | -4.9% | 23,161 | -5.3% | 0.03% | -3.3% |
| Q3 2022 | $409,000 | -3.5% | 24,466 | -0.6% | 0.03% | 0.0% |
| Q2 2022 | $424,000 | -63.4% | 24,622 | -59.6% | 0.03% | -54.5% |
| Q1 2022 | $1,160,000 | -6.6% | 61,013 | -0.2% | 0.07% | -5.7% |
| Q4 2021 | $1,242,000 | -2.7% | 61,144 | -1.6% | 0.07% | -16.7% |
| Q3 2021 | $1,277,000 | +12.7% | 62,161 | +13.0% | 0.08% | +6.3% |
| Q2 2021 | $1,133,000 | +7.3% | 55,000 | +4.9% | 0.08% | -4.8% |
| Q1 2021 | $1,056,000 | -0.8% | 52,426 | -0.6% | 0.08% | -14.4% |
| Q4 2020 | $1,065,000 | +9.2% | 52,756 | +3.8% | 0.10% | -7.6% |
| Q3 2020 | $975,000 | +8.6% | 50,843 | +4.3% | 0.10% | -7.1% |
| Q2 2020 | $898,000 | +14.5% | 48,747 | +2.0% | 0.11% | -8.9% |
| Q1 2020 | $784,000 | -31.1% | 47,777 | -15.8% | 0.12% | -21.0% |
| Q4 2019 | $1,138,000 | – | 56,717 | – | 0.16% | – |
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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% |