FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 388 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,626,016 | -10.5% | 164,434 | -10.5% | 0.04% | -7.5% |
| Q2 2023 | $2,935,208 | -9.0% | 183,747 | -9.1% | 0.04% | -16.7% |
| Q1 2023 | $3,224,901 | -7.8% | 202,061 | -2.9% | 0.05% | -14.3% |
| Q4 2022 | $3,496,686 | -12.7% | 208,136 | -7.9% | 0.06% | -18.8% |
| Q3 2022 | $4,007,167 | +30.2% | 225,977 | +26.6% | 0.07% | +19.0% |
| Q2 2022 | $3,078,000 | -50.9% | 178,564 | -45.8% | 0.06% | -44.2% |
| Q1 2022 | $6,264,000 | – | 329,283 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 1,209,539 | $23,054,000 | 14.88% |
| Flaharty Asset Management, LLC | 921,522 | $17,564,000 | 7.06% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2,473,032 | $47,136,000 | 4.79% |
| Summit Financial Wealth Advisors, LLC | 845,259 | $16,161,000 | 4.27% |
| Wills Financial Group, Inc. | 316,874 | $6,039,000 | 4.10% |
| Quad-Cities Investment Group, LLC | 232,177 | $4,426,000 | 4.02% |
| WESPAC Advisors, LLC | 263,417 | $5,021,000 | 3.47% |
| HCR Wealth Advisors | 590,410 | $11,253,000 | 3.23% |
| Jaffetilchin Investment Partners, LLC | 723,999 | $13,799,000 | 3.06% |
| Aspen Investment Management Inc | 211,017 | $4,022,000 | 2.81% |