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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,558,944 | +0.1% | 97,617 | +0.1% | 1.09% | +4.4% |
| Q2 2023 | $1,557,723 | -4.1% | 97,541 | +0.9% | 1.05% | -14.4% |
| Q4 2022 | $1,623,689 | +6.2% | 96,648 | +5.5% | 1.22% | +2.4% |
| Q3 2022 | $1,529,000 | +1.1% | 91,580 | +4.3% | 1.20% | +6.2% |
| Q2 2022 | $1,512,000 | -14.7% | 87,771 | -5.8% | 1.12% | +1.5% |
| Q1 2022 | $1,773,000 | -7.8% | 93,214 | -1.5% | 1.11% | -4.7% |
| Q4 2021 | $1,924,000 | +8.8% | 94,663 | +9.9% | 1.16% | +2.8% |
| Q3 2021 | $1,769,000 | +4.2% | 86,116 | +4.5% | 1.13% | +3.5% |
| Q2 2021 | $1,697,000 | +16.9% | 82,369 | +14.3% | 1.09% | +7.2% |
| Q1 2021 | $1,452,000 | -2.2% | 72,075 | -2.0% | 1.02% | -6.8% |
| Q4 2020 | $1,485,000 | +5.4% | 73,527 | +0.1% | 1.10% | -2.2% |
| Q3 2020 | $1,409,000 | +21.2% | 73,479 | +16.4% | 1.12% | +1.0% |
| Q2 2020 | $1,163,000 | +20.6% | 63,129 | +7.4% | 1.11% | -1.0% |
| Q1 2020 | $964,000 | +32.2% | 58,800 | +62.0% | 1.12% | +60.0% |
| Q4 2019 | $729,000 | – | 36,300 | – | 0.70% | – |
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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% |