FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 379 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,678 | +0.3% | 19,266 | +0.3% | 0.29% | +3.9% |
| Q2 2023 | $306,688 | -2.1% | 19,204 | -2.2% | 0.28% | -4.1% |
| Q1 2023 | $313,263 | -8.1% | 19,628 | -3.3% | 0.29% | -9.5% |
| Q4 2022 | $340,872 | -2.0% | 20,290 | -2.7% | 0.32% | -13.6% |
| Q3 2022 | $348,000 | +8.1% | 20,856 | +11.6% | 0.38% | +13.9% |
| Q2 2022 | $322,000 | -6.4% | 18,682 | +3.4% | 0.33% | +5.4% |
| Q1 2022 | $344,000 | -2.0% | 18,073 | +4.5% | 0.31% | 0.0% |
| Q4 2021 | $351,000 | – | 17,289 | – | 0.31% | – |
Download | ||||||
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% |