FIRST TR EXCH TRADED FD III's ticker is FPEI and the CUSIP is 33739P855. A total of 109 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,698,930 | -1.4% | 278,372 | -1.6% | 3.76% | +1.7% |
| Q2 2023 | $4,767,496 | -5.6% | 282,937 | -6.1% | 3.70% | -9.8% |
| Q1 2023 | $5,048,922 | -3.6% | 301,428 | +2.5% | 4.10% | -0.9% |
| Q4 2022 | $5,235,046 | +9.3% | 293,939 | +5.3% | 4.13% | -3.1% |
| Q3 2022 | $4,789,000 | -2.8% | 279,236 | +0.4% | 4.27% | +1.8% |
| Q2 2022 | $4,929,000 | – | 278,141 | – | 4.19% | – |
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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% |