FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 398 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2024. The put-call ratio across all filers is 10.05 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,705,497 | +1.1% | 155,760 | +0.8% | 0.03% | 0.0% |
| Q1 2024 | $2,677,349 | +0.3% | 154,581 | -2.4% | 0.03% | -9.1% |
| Q4 2023 | $2,669,399 | +1.7% | 158,328 | -3.7% | 0.03% | -10.8% |
| 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 | 1,170,510 | $20,882,000 | 18.07% |
| HCR Wealth Advisors | 1,245,281 | $22,353,000 | 7.22% |
| Flaharty Asset Management, LLC | 922,785 | $16,564,000 | 7.06% |
| SRS Capital Advisors, Inc. | 685,692 | $12,308,000 | 4.89% |
| Summit Financial Wealth Advisors, LLC | 798,644 | $14,336,000 | 4.65% |
| WESPAC Advisors, LLC | 254,374 | $4,566,000 | 4.43% |
| Wills Financial Group, Inc. | 310,559 | $5,574,000 | 4.28% |
| Quad-Cities Investment Group, LLC | 224,026 | $4,030,000 | 4.14% |
| 1 NORTH WEALTH SERVICES LLC | 255,631 | $4,589,000 | 3.83% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1,633,528 | $29,322,000 | 3.33% |