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 ↓ |
|---|---|---|---|
| HCR Wealth Advisors | 1,278,381 | $25,580,000 | 8.94% |
| IFG Advisory, LLC | 622,126 | $25,485,000 | 5.74% |
| Flaharty Asset Management, LLC | 938,579 | $18,900,000 | 4.15% |
| Wills Financial Group, Inc. | 292,785 | $5,858,000 | 4.08% |
| LVZ, Inc. | 538,287 | $10,771,000 | 3.19% |
| BEACON FINANCIAL GROUP | 896,070 | $17,930,000 | 3.12% |
| Kabarec Financial Advisors, Ltd. | 252,439 | $5,051,000 | 3.10% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 362,021 | $7,244,000 | 2.83% |
| Karp Capital Management Corp | 326,863 | $6,541,000 | 2.77% |
| Hochman Cole Investment Advisors, Inc. | 194,502 | $3,892,000 | 2.45% |