FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 379 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 | $596,345 | +2.7% | 37,342 | +2.7% | 0.17% | -8.9% |
| Q2 2023 | $580,848 | -3.3% | 36,371 | -3.4% | 0.19% | +3.3% |
| Q1 2023 | $600,963 | -8.3% | 37,654 | -3.5% | 0.18% | -3.7% |
| Q4 2022 | $655,334 | -2.8% | 39,008 | -3.4% | 0.19% | -5.4% |
| Q3 2022 | $674,000 | -8.0% | 40,381 | -5.1% | 0.20% | -1.9% |
| Q2 2022 | $733,000 | -13.7% | 42,567 | -4.7% | 0.21% | -3.3% |
| Q1 2022 | $849,000 | -17.1% | 44,650 | -11.4% | 0.21% | -29.9% |
| Q4 2021 | $1,024,000 | +13.5% | 50,375 | +14.7% | 0.30% | -0.3% |
| Q3 2021 | $902,000 | +4.6% | 43,935 | +5.0% | 0.30% | +5.5% |
| Q2 2021 | $862,000 | +11.8% | 41,858 | +9.4% | 0.29% | -7.7% |
| Q1 2021 | $771,000 | – | 38,251 | – | 0.31% | – |
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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% |