FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 9 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,859 | 0.0% | 3,623 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $57,859 | +0.1% | 3,623 | 0.0% | 0.02% | -6.2% |
| Q1 2023 | $57,823 | -8.2% | 3,623 | -3.3% | 0.02% | -11.1% |
| Q4 2022 | $62,966 | -20.3% | 3,748 | -21.1% | 0.02% | -21.7% |
| Q3 2022 | $79,000 | -3.7% | 4,748 | -0.1% | 0.02% | -8.0% |
| Q2 2022 | $82,000 | +17.1% | 4,753 | +29.1% | 0.02% | +38.9% |
| Q1 2022 | $70,000 | -5.4% | 3,683 | +1.8% | 0.02% | -5.3% |
| Q4 2021 | $74,000 | +10.4% | 3,618 | +11.3% | 0.02% | 0.0% |
| Q3 2021 | $67,000 | +48.9% | 3,250 | +48.1% | 0.02% | +58.3% |
| Q2 2021 | $45,000 | +95.7% | 2,195 | +84.5% | 0.01% | +100.0% |
| Q1 2021 | $23,000 | -4.2% | 1,190 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $24,000 | +9.1% | 1,190 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $22,000 | – | 1,190 | – | 0.01% | – |
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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% |