FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 387 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2023. The put-call ratio across all filers is 3.29 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $929,651 | -0.2% | 58,212 | -0.2% | 0.52% | +1.0% |
| Q2 2023 | $931,205 | -0.2% | 58,310 | -0.2% | 0.51% | +34.6% |
| Q1 2023 | $932,747 | -4.9% | 58,443 | +0.1% | 0.38% | -18.8% |
| Q4 2022 | $980,765 | -4.5% | 58,379 | -4.1% | 0.47% | -14.4% |
| Q3 2022 | $1,027,000 | -3.6% | 60,884 | +0.1% | 0.55% | -10.3% |
| Q2 2022 | $1,065,000 | -10.4% | 60,829 | -2.4% | 0.61% | -0.5% |
| Q1 2022 | $1,189,000 | -1.2% | 62,356 | +5.3% | 0.61% | +4.1% |
| Q4 2021 | $1,204,000 | +1.7% | 59,237 | +2.7% | 0.59% | -22.9% |
| Q3 2021 | $1,184,000 | -2.6% | 57,662 | -2.2% | 0.76% | -5.0% |
| Q2 2021 | $1,215,000 | +24.0% | 58,977 | +21.3% | 0.80% | +1.4% |
| Q1 2021 | $980,000 | +13.0% | 48,616 | +13.2% | 0.79% | -1.7% |
| Q4 2020 | $867,000 | – | 42,933 | – | 0.81% | – |
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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% |