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 ↓ |
|---|---|---|---|
| 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% |