FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 325 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $303,208 | -6.3% | 18,998 | -1.4% | 0.21% | -6.2% |
| Q4 2022 | $323,568 | -62.0% | 19,260 | -62.2% | 0.22% | -60.7% |
| Q3 2022 | $851,000 | -8.3% | 50,952 | -5.4% | 0.57% | -2.2% |
| Q2 2022 | $928,000 | -13.8% | 53,839 | -4.9% | 0.58% | -13.8% |
| Q1 2022 | $1,077,000 | +1.1% | 56,639 | +8.1% | 0.68% | -11.7% |
| Q4 2021 | $1,065,000 | -1.7% | 52,419 | -0.6% | 0.77% | -2.7% |
| Q3 2021 | $1,083,000 | +2.8% | 52,747 | +3.1% | 0.79% | -10.0% |
| Q2 2021 | $1,054,000 | +21.7% | 51,146 | +18.9% | 0.88% | +19.5% |
| Q1 2021 | $866,000 | +46.8% | 43,002 | +47.2% | 0.74% | +51.2% |
| Q4 2020 | $590,000 | +123.5% | 29,212 | +112.0% | 0.49% | +128.2% |
| Q3 2020 | $264,000 | – | 13,778 | – | 0.21% | – |
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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% |