FIRST TR EXCH TRADED FD III's ticker is FPEI and the CUSIP is 33739P855. A total of 96 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $397,789 | -8.7% | 24,007 | -7.3% | 0.02% | -64.3% |
| Q2 2023 | $435,526 | +8.6% | 25,893 | +8.1% | 0.06% | +180.0% |
| Q1 2023 | $401,073 | -17.9% | 23,945 | -12.7% | 0.02% | -13.0% |
| Q4 2022 | $488,403 | +9.0% | 27,423 | +5.0% | 0.02% | -14.8% |
| Q3 2022 | $448,000 | -2.4% | 26,113 | +0.7% | 0.03% | 0.0% |
| Q2 2022 | $459,000 | -13.2% | 25,930 | -5.0% | 0.03% | +42.1% |
| Q1 2022 | $529,000 | +6.4% | 27,292 | +12.0% | 0.02% | +5.6% |
| Q4 2021 | $497,000 | – | 24,367 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthTrust Asset Management, LLC | 415,870 | $7,369,000 | 6.96% |
| PETERSON WEALTH MANAGEMENT | 291,921 | $5,173,000 | 6.69% |
| Cherry Creek Investment Advisors, Inc. | 417,368 | $7,396,000 | 5.96% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 422,596 | $7,488,000 | 5.90% |
| Essex LLC | 1,003,184 | $17,776,000 | 5.51% |
| QP WEALTH MANAGEMENT, LLC | 224,461 | $3,977,000 | 5.45% |
| SHELTON WEALTH MANAGEMENT, LLC | 278,141 | $4,929,000 | 4.19% |
| Walker Asset Management, LLC | 166,736 | $2,955,000 | 2.66% |
| PCG Wealth Advisors, LLC | 160,144 | $2,838,000 | 2.03% |
| 1776 Wealth LLC | 147,124 | $2,607,000 | 1.83% |