FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 400 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $195,678 | -56.5% | 12,261 | -54.2% | 0.10% | -56.2% |
| Q4 2022 | $449,465 | +0.8% | 26,754 | +0.2% | 0.24% | +3.9% |
| Q3 2022 | $446,000 | +0.9% | 26,691 | +4.0% | 0.23% | +15.5% |
| Q2 2022 | $442,000 | -15.8% | 25,674 | -7.0% | 0.20% | +2.0% |
| Q1 2022 | $525,000 | -6.2% | 27,619 | +0.2% | 0.20% | +5.9% |
| Q4 2021 | $560,000 | -1.2% | 27,557 | -0.2% | 0.18% | -6.1% |
| Q3 2021 | $567,000 | – | 27,608 | – | 0.20% | – |
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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% |