FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 388 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| HCR Wealth Advisors | 1,278,381 | $25,580,000 | 8.94% |
| IFG Advisory, LLC | 622,126 | $25,485,000 | 5.74% |
| Flaharty Asset Management, LLC | 938,579 | $18,900,000 | 4.15% |
| Wills Financial Group, Inc. | 292,785 | $5,858,000 | 4.08% |
| LVZ, Inc. | 538,287 | $10,771,000 | 3.19% |
| BEACON FINANCIAL GROUP | 896,070 | $17,930,000 | 3.12% |
| Kabarec Financial Advisors, Ltd. | 252,439 | $5,051,000 | 3.10% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 362,021 | $7,244,000 | 2.83% |
| Karp Capital Management Corp | 326,863 | $6,541,000 | 2.77% |
| Hochman Cole Investment Advisors, Inc. | 194,502 | $3,892,000 | 2.45% |