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%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $176,229 | 0.0% | 11,035 | 0.0% | 0.19% | +2.1% |
Q2 2023 | $176,229 | -0.8% | 11,035 | -0.9% | 0.19% | +11.9% |
Q1 2023 | $177,715 | -14.6% | 11,135 | -10.1% | 0.17% | -15.2% |
Q4 2022 | $208,068 | -16.8% | 12,385 | -17.3% | 0.20% | -35.1% |
Q3 2022 | $250,000 | -3.5% | 14,980 | -0.4% | 0.30% | +2.7% |
Q2 2022 | $259,000 | -10.1% | 15,038 | -0.7% | 0.30% | +2.8% |
Q1 2022 | $288,000 | – | 15,149 | – | 0.29% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Milestone Advisory Partners | 1,454,492 | $29,192,000 | 15.33% |
Flaharty Asset Management, LLC | 1,064,054 | $21,355,000 | 7.56% |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2,750,765 | $55,208,000 | 5.21% |
Quad-Cities Investment Group, LLC | 261,590 | $5,250,000 | 4.99% |
SRS Capital Advisors, Inc. | 795,664 | $15,969,000 | 4.58% |
BENJAMIN EDWARDS INC | 111,420 | $2,236,000 | 4.56% |
Summit Financial Wealth Advisors, LLC | 925,639 | $18,707,000 | 4.54% |
WESPAC Advisors, LLC | 204,955 | $4,113,000 | 4.03% |
Measured Wealth Private Client Group, LLC | 288,996 | $5,800,000 | 3.87% |
Wills Financial Group, Inc. | 323,139 | $6,485,000 | 3.72% |