BEAM WEALTH ADVISORS, INC. - FIRST TR EXCH TRADED FD III ownership

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FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 325 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
BEAM WEALTH ADVISORS, INC. ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q2 2023$183,170
-4.4%
11,470
-4.4%
0.13%
-33.9%
Q1 2023$191,573
-8.0%
12,003
-3.1%
0.19%
-11.5%
Q4 2022$208,140
-10.3%
12,389
-11.0%
0.22%
-15.9%
Q3 2022$232,000
-2.5%
13,920
+0.8%
0.26%
-2.3%
Q2 2022$238,000
-8.1%
13,804
+1.5%
0.26%
-11.4%
Q1 2022$259,000
-7.8%
13,601
-1.7%
0.30%
-7.5%
Q4 2021$281,000
-21.3%
13,834
-20.4%
0.32%
+5.2%
Q3 2021$357,000
-1.1%
17,382
-0.7%
0.31%
-1.6%
Q2 2021$361,000
-45.2%
17,511
-46.5%
0.31%
-47.0%
Q1 2021$659,000
-6.7%
32,729
-6.4%
0.59%
-11.9%
Q4 2020$706,000
+3.1%
34,959
-2.2%
0.67%
+3.9%
Q3 2020$685,000
+8.6%
35,731
+5.4%
0.64%
+0.9%
Q2 2020$631,000
+34.5%
33,903
+18.5%
0.64%
+36.6%
Q1 2020$469,000
+45.2%
28,614
+77.9%
0.46%
+54.5%
Q4 2019$323,000–16,087–0.30%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q1 2021
NameSharesValueWeighting ↓
Milestone Advisory Partners 1,454,492$29,192,00015.33%
Flaharty Asset Management, LLC 1,064,054$21,355,0007.56%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2,750,765$55,208,0005.21%
Quad-Cities Investment Group, LLC 261,590$5,250,0004.99%
SRS Capital Advisors, Inc. 795,664$15,969,0004.58%
BENJAMIN EDWARDS INC 111,420$2,236,0004.56%
Summit Financial Wealth Advisors, LLC 925,639$18,707,0004.54%
WESPAC Advisors, LLC 204,955$4,113,0004.03%
Measured Wealth Private Client Group, LLC 288,996$5,800,0003.87%
Wills Financial Group, Inc. 323,139$6,485,0003.72%
View complete list of FIRST TR EXCH TRADED FD III shareholders