FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 357 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,529,617 | +2.7% | 95,781 | +2.7% | 0.94% | +5.1% |
| Q2 2023 | $1,489,025 | -4.8% | 93,239 | -4.8% | 0.90% | -10.5% |
| Q1 2023 | $1,563,932 | -2.5% | 97,991 | +2.6% | 1.00% | -8.8% |
| Q4 2022 | $1,604,068 | +2.7% | 95,480 | +2.1% | 1.10% | -10.1% |
| Q3 2022 | $1,562,000 | +9.8% | 93,513 | +13.2% | 1.22% | +19.0% |
| Q2 2022 | $1,423,000 | -3.6% | 82,612 | +6.5% | 1.02% | +9.4% |
| Q1 2022 | $1,476,000 | -2.8% | 77,579 | +3.7% | 0.94% | +0.2% |
| Q4 2021 | $1,519,000 | -1.5% | 74,778 | -0.6% | 0.94% | -7.2% |
| Q3 2021 | $1,542,000 | – | 75,216 | – | 1.01% | – |
Download | ||||||
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% |