FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 399 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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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% |