FIRST TR EXCH TRADED FD III's ticker is FPEI and the CUSIP is 33739P855. A total of 133 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,206,899 | -4.4% | 130,740 | -4.2% | 1.03% | -5.0% |
| Q2 2023 | $2,308,723 | +0.6% | 136,449 | -0.4% | 1.09% | -4.1% |
| Q1 2023 | $2,295,599 | -17.0% | 137,051 | -11.8% | 1.13% | -20.6% |
| Q4 2022 | $2,766,445 | +3.5% | 155,331 | -0.3% | 1.43% | -6.2% |
| Q3 2022 | $2,672,000 | +11.1% | 155,824 | +14.8% | 1.52% | +16.1% |
| Q2 2022 | $2,404,000 | – | 135,694 | – | 1.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthTrust Asset Management, LLC | 331,440 | $6,844,000 | 6.09% |
| Cherry Creek Investment Advisors, Inc. | 401,722 | $8,296,000 | 5.52% |
| QP WEALTH MANAGEMENT, LLC | 240,879 | $4,974,000 | 5.34% |
| PETERSON WEALTH MANAGEMENT | 264,128 | $5,454,000 | 4.22% |
| Sterling Manor Financial, LLC | 240,671 | $4,970,000 | 4.14% |
| Essex LLC | 686,361 | $14,173,000 | 3.93% |
| Elevated Capital Advisors, LLC | 349,937 | $7,226,000 | 2.50% |
| 1776 Wealth LLC | 206,859 | $4,272,000 | 2.43% |
| Jaffetilchin Investment Partners, LLC | 649,857 | $13,420,000 | 1.43% |
| ShoreHaven Wealth Partners, LLC | 125,049 | $2,582,000 | 1.34% |