FIRST TR EXCH TRADED FD III's ticker is RFDI and the CUSIP is 33739P608. A total of 45 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $182,679 | -21.9% | 3,287 | -19.7% | 0.09% | -20.5% |
| Q2 2023 | $233,978 | +2.2% | 4,094 | +0.5% | 0.12% | +3.5% |
| Q1 2023 | $228,974 | +6.7% | 4,074 | +0.9% | 0.11% | +0.9% |
| Q4 2022 | $214,581 | -7.9% | 4,037 | -19.8% | 0.11% | -17.6% |
| Q3 2022 | $233,000 | -10.0% | 5,036 | +4.1% | 0.14% | -7.5% |
| Q2 2022 | $259,000 | -22.9% | 4,836 | -5.9% | 0.15% | -19.2% |
| Q1 2022 | $336,000 | -10.2% | 5,139 | +0.4% | 0.18% | -52.5% |
| Q4 2021 | $374,000 | – | 5,119 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Per Stirling Capital Management, LLC. | 94,177 | $5,234,344 | 1.09% |
| MONEYWISE, INC. | 27,359 | $1,520,633 | 0.95% |
| RiverFront Investment Group, LLC | 355,676 | $19,768 | 0.70% |
| Elevated Capital Advisors, LLC | 28,908 | $1,606,713 | 0.55% |
| Kesler, Norman & Wride, LLC | 30,092 | $1,672,513 | 0.42% |
| Prospera Financial Services Inc | 123,533 | $6,866,365 | 0.26% |
| Truadvice, LLC | 10,049 | $557,217 | 0.22% |
| ERn Financial, LLC | 11,297 | $627,902 | 0.14% |
| Raleigh Capital Management Inc. | 3,287 | $182,679 | 0.09% |
| Walkner Condon Financial Advisors LLC | 6,284 | $349,265 | 0.09% |