FIRST TR EXCH TRADED FD III's ticker is FPEI and the CUSIP is 33739P855. A total of 133 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| ADAMSBROWN WEALTH CONSULTANTS LLC | 537,680 | $9,576,089 | 5.81% |
| PETERSON WEALTH MANAGEMENT | 304,811 | $5,428,688 | 5.53% |
| Cherry Creek Investment Advisors, Inc. | 376,824 | $6,711,238 | 5.21% |
| Essex LLC | 904,075 | $16,101,576 | 4.87% |
| SHELTON WEALTH MANAGEMENT, LLC | 293,939 | $5,235,046 | 4.13% |
| QP WEALTH MANAGEMENT, LLC | 141,586 | $2,521,647 | 3.93% |
| Elevated Capital Advisors, LLC | 462,184 | $8,231,492 | 3.14% |
| MILESTONE ASSET MANAGEMENT, LLC | 261,383 | $4,851,268 | 2.89% |
| SUTTON PLACE INVESTORS LLC | 111,180 | $1,980,116 | 2.83% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 2,014,435 | $35,877 | 2.55% |