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 | 547,395 | $9,168,858 | 5.28% |
| Essex LLC | 904,075 | $16,101,576 | 4.87% |
| Cherry Creek Investment Advisors, Inc. | 378,029 | $6,331,989 | 4.64% |
| Citizens Business Bank | 1,097,619 | $18,385,160 | 4.23% |
| QP WEALTH MANAGEMENT, LLC | 151,303 | $2,534,325 | 4.15% |
| SHELTON WEALTH MANAGEMENT, LLC | 301,428 | $5,048,922 | 4.10% |
| PETERSON WEALTH MANAGEMENT | 244,757 | $4,099,679 | 3.92% |
| Elevated Capital Advisors, LLC | 477,830 | $8,003,660 | 2.87% |
| SUTTON PLACE INVESTORS LLC | 114,656 | $1,920,488 | 2.61% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 2,109,071 | $35,327 | 2.40% |