FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 9 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 | 1,209,539 | $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% |