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 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%.

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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 Q3 2023
NameSharesValueWeighting ↓
Milestone Advisory Partners 1,209,539$23,054,00014.88%
Flaharty Asset Management, LLC 921,522$17,564,0007.06%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2,473,032$47,136,0004.79%
Summit Financial Wealth Advisors, LLC 845,259$16,161,0004.27%
Wills Financial Group, Inc. 316,874$6,039,0004.10%
Quad-Cities Investment Group, LLC 232,177$4,426,0004.02%
WESPAC Advisors, LLC 263,417$5,021,0003.47%
HCR Wealth Advisors 590,410$11,253,0003.23%
Jaffetilchin Investment Partners, LLC 723,999$13,799,0003.06%
Aspen Investment Management Inc 211,017$4,022,0002.81%
View complete list of FIRST TR EXCH TRADED FD III shareholders