FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 9 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
---|---|---|---|
HCR Wealth Advisors | 1,278,381 | $25,580,000 | 8.94% |
IFG Advisory, LLC | 622,126 | $25,485,000 | 5.74% |
Flaharty Asset Management, LLC | 938,579 | $18,900,000 | 4.15% |
Wills Financial Group, Inc. | 292,785 | $5,858,000 | 4.08% |
LVZ, Inc. | 538,287 | $10,771,000 | 3.19% |
BEACON FINANCIAL GROUP | 896,070 | $17,930,000 | 3.12% |
Kabarec Financial Advisors, Ltd. | 252,439 | $5,051,000 | 3.10% |
TRUSTCORE FINANCIAL SERVICES, LLC | 362,021 | $7,244,000 | 2.83% |
Karp Capital Management Corp | 326,863 | $6,541,000 | 2.77% |
Hochman Cole Investment Advisors, Inc. | 194,502 | $3,892,000 | 2.45% |