FIRST TR EXCH TRADED FD III's ticker is FTLS and the CUSIP is 33739P103. A total of 118 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,183,587 | +5.2% | 59,898 | +4.5% | 3.94% | -3.2% |
| Q2 2023 | $3,025,573 | +1.2% | 57,313 | -2.6% | 4.07% | -5.0% |
| Q1 2023 | $2,990,165 | +0.4% | 58,850 | -3.5% | 4.29% | -6.8% |
| Q4 2022 | $2,978,988 | +5.8% | 60,957 | +8.5% | 4.60% | +9.2% |
| Q2 2022 | $2,817,000 | -1.5% | 56,168 | -0.5% | 4.21% | +9.1% |
| Q1 2022 | $2,861,000 | -5.3% | 56,433 | -2.5% | 3.86% | -0.7% |
| Q4 2021 | $3,020,000 | +7.1% | 57,882 | -0.8% | 3.89% | -0.9% |
| Q3 2021 | $2,820,000 | +0.9% | 58,334 | +1.5% | 3.93% | -0.7% |
| Q2 2021 | $2,796,000 | +14.6% | 57,474 | +7.1% | 3.96% | +3.6% |
| Q1 2021 | $2,439,000 | – | 53,669 | – | 3.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthPLAN Partners, LLC | 600,781 | $24,404,000 | 3.67% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 18,693 | $752,000 | 0.61% |
| COLONY GROUP LLC | 379,552 | $15,273,000 | 0.48% |
| Financial Advocates Investment Management | 78,471 | $3,158,000 | 0.37% |
| Barber Financial Group, Inc. | 20,724 | $834,000 | 0.20% |
| Private Advisor Group, LLC | 248,221 | $9,988,000 | 0.18% |
| CX Institutional | 16,553 | $666,000 | 0.11% |
| ATLAS CAPITAL ADVISORS LLC | 5,987 | $240,937,000 | 0.08% |
| Institute for Wealth Management, LLC. | 7,789 | $313,000 | 0.07% |
| SRS Capital Advisors, Inc. | 4,983 | $201,000 | 0.07% |