FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 299 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $747,125 | -0.4% | 46,783 | -0.4% | 0.10% | +10.3% |
| Q2 2023 | $750,245 | -62.4% | 46,978 | -59.4% | 0.09% | -70.0% |
| Q2 2022 | $1,995,000 | -12.3% | 115,795 | -3.2% | 0.29% | -8.2% |
| Q1 2022 | $2,275,000 | -27.8% | 119,607 | -22.9% | 0.32% | -28.8% |
| Q4 2021 | $3,152,000 | -8.7% | 155,108 | -7.7% | 0.44% | -17.0% |
| Q3 2021 | $3,452,000 | +16.6% | 168,074 | +17.0% | 0.54% | +14.1% |
| Q2 2021 | $2,960,000 | +22.4% | 143,705 | +19.7% | 0.47% | +6.3% |
| Q1 2021 | $2,418,000 | -3.1% | 120,014 | -2.9% | 0.44% | -4.5% |
| Q4 2020 | $2,496,000 | +12.2% | 123,616 | +6.5% | 0.46% | -11.7% |
| Q3 2020 | $2,225,000 | -70.5% | 116,050 | -71.7% | 0.52% | -73.3% |
| Q2 2020 | $7,541,000 | +11.0% | 409,399 | -1.2% | 1.96% | -7.3% |
| Q1 2020 | $6,795,000 | +98.7% | 414,355 | +143.2% | 2.11% | +220.2% |
| Q4 2019 | $3,420,000 | – | 170,382 | – | 0.66% | – |
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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% |