FIRST TR EXCH TRADED FD III's ticker is FTLS and the CUSIP is 33739P103. A total of 118 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,113,546 | +1.4% | 39,766 | +0.7% | 0.51% | +9.2% |
| Q2 2023 | $2,085,315 | +97.5% | 39,502 | +90.1% | 0.47% | +84.6% |
| Q1 2023 | $1,055,653 | +283.3% | 20,776 | +268.7% | 0.25% | +273.5% |
| Q4 2022 | $275,387 | -1.6% | 5,635 | -5.6% | 0.07% | -6.8% |
| Q3 2022 | $280,000 | -52.7% | 5,970 | -51.0% | 0.07% | -33.0% |
| Q2 2022 | $592,000 | – | 12,176 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthPLAN Partners, LLC | 600,781 | $24,404,000 | 3.67% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 18,693 | $752,000 | 0.61% |
| COLONY GROUP LLC | 379,552 | $15,273,000 | 0.48% |
| Financial Advocates Investment Management | 78,471 | $3,158,000 | 0.37% |
| Barber Financial Group, Inc. | 20,724 | $834,000 | 0.20% |
| Private Advisor Group, LLC | 248,221 | $9,988,000 | 0.18% |
| CX Institutional | 16,553 | $666,000 | 0.11% |
| ATLAS CAPITAL ADVISORS LLC | 5,987 | $240,937,000 | 0.08% |
| Institute for Wealth Management, LLC. | 7,789 | $313,000 | 0.07% |
| SRS Capital Advisors, Inc. | 4,983 | $201,000 | 0.07% |