FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 357 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $376,716 | -0.6% | 23,589 | -0.2% | 0.18% | -1.1% |
| Q2 2023 | $378,869 | +0.4% | 23,635 | 0.0% | 0.18% | -4.3% |
| Q1 2023 | $377,215 | -12.4% | 23,635 | -7.8% | 0.19% | -16.6% |
| Q4 2022 | $430,668 | -1.2% | 25,635 | -1.9% | 0.22% | -10.1% |
| Q3 2022 | $436,000 | -3.1% | 26,135 | 0.0% | 0.25% | +0.8% |
| Q2 2022 | $450,000 | -7.8% | 26,135 | +2.0% | 0.25% | +4.7% |
| Q1 2022 | $488,000 | -1.8% | 25,635 | +4.9% | 0.24% | +7.8% |
| Q4 2021 | $497,000 | -1.0% | 24,435 | 0.0% | 0.22% | -4.4% |
| Q3 2021 | $502,000 | +7.3% | 24,435 | +7.5% | 0.23% | +18.1% |
| Q2 2021 | $468,000 | – | 22,735 | – | 0.19% | – |
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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% |