FIRST TR EXCH TRADED FD III's ticker is FTLS and the CUSIP is 33739P103. A total of 133 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $37,554 | +1.5% | 600 | 0.0% | 0.00% | -42.9% |
| Q1 2024 | $36,996 | +9.6% | 600 | 0.0% | 0.01% | +16.7% |
| Q4 2023 | $33,756 | +5.9% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $31,890 | +0.7% | 600 | 0.0% | 0.01% | -14.3% |
| Q2 2023 | $31,674 | +3.9% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $30,486 | – | 600 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Comprehensive Wealth Management, LLC | 780,079 | $37,953,106 | 38.20% |
| ACAS, LLC | 57,474 | $2,796,000 | 3.96% |
| WealthPLAN Partners, LLC | 453,549 | $22,340,000 | 1.57% |
| Alliance Wealth Advisors, LLC | 22,147 | $1,078,000 | 0.97% |
| LITTLE HOUSE CAPITAL LLC | 32,307 | $1,572,000 | 0.85% |
| Golden State Equity Partners | 44,430 | $2,162,000 | 0.83% |
| Anfield Capital Management, LLC | 36,003 | $1,752,000 | 0.67% |
| Insight Advisors, LLC/ PA | 40,361 | $1,977,000 | 0.62% |
| Beacon Financial Advisory LLC | 22,263 | $1,083,000 | 0.58% |
| Koshinski Asset Management, Inc. | 91,680 | $4,460,000 | 0.56% |