Naviter Wealth, LLC - FIRST TR EXCH TRADED FD III ownership

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
Naviter Wealth, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$3,145,536
+3.8%
196,965
+3.8%
0.76%
-1.4%
Q2 2023$3,029,381189,6920.77%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2023
NameSharesValueWeighting ↓
HCR Wealth Advisors 1,278,381$25,580,0008.94%
IFG Advisory, LLC 622,126$25,485,0005.74%
Flaharty Asset Management, LLC 938,579$18,900,0004.15%
Wills Financial Group, Inc. 292,785$5,858,0004.08%
LVZ, Inc. 538,287$10,771,0003.19%
BEACON FINANCIAL GROUP 896,070$17,930,0003.12%
Kabarec Financial Advisors, Ltd. 252,439$5,051,0003.10%
TRUSTCORE FINANCIAL SERVICES, LLC 362,021$7,244,0002.83%
Karp Capital Management Corp 326,863$6,541,0002.77%
Hochman Cole Investment Advisors, Inc. 194,502$3,892,0002.45%
View complete list of FIRST TR EXCH TRADED FD III shareholders