FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 387 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2023. The put-call ratio across all filers is 3.29 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $825,758 | -4.0% | 51,707 | -4.0% | 0.35% | -1.4% |
| Q2 2023 | $859,990 | -15.3% | 53,850 | -15.3% | 0.35% | -17.1% |
| Q1 2023 | $1,014,813 | -14.5% | 63,585 | -10.0% | 0.43% | -17.9% |
| Q4 2022 | $1,186,392 | -4.4% | 70,619 | -5.0% | 0.52% | -11.7% |
| Q3 2022 | $1,241,000 | -30.3% | 74,322 | -28.0% | 0.59% | -29.0% |
| Q2 2022 | $1,780,000 | -72.6% | 103,282 | -67.7% | 0.83% | -71.6% |
| Q1 2022 | $6,503,000 | 0.0% | 320,048 | 0.0% | 2.92% | 0.0% |
| Q4 2021 | $6,503,000 | +6.7% | 320,048 | +7.8% | 2.92% | -14.9% |
| Q3 2021 | $6,097,000 | +0.5% | 296,848 | +0.8% | 3.43% | -3.2% |
| Q2 2021 | $6,069,000 | – | 294,609 | – | 3.54% | – |
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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% |