PINNACLE ASSOCIATES LTD - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 420 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$174,472
-5.6%
10,925
-5.6%
0.00%0.0%
Q2 2023$184,853
+0.1%
11,5750.0%0.00%
-25.0%
Q1 2023$184,737
-5.0%
11,5750.0%0.00%0.0%
Q4 2022$194,460
+0.2%
11,575
+13.8%
0.00%
+33.3%
Q1 2022$194,000
-10.2%
10,175
-4.4%
0.00%
-25.0%
Q4 2021$216,00010,6410.00%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2022
NameSharesValueWeighting ↓
Trinity Legacy Partners, LLC 988,141$15,780,6155.45%
PFS Partners, LLC 341,776$5,458,1624.81%
Quad-Cities Investment Group, LLC 396,580$6,333,3804.25%
Mid-American Wealth Advisory Group, Inc. 281,386$4,423,3843.57%
Dunhill Financial, LLC 347,089$5,463,1773.44%
Triumph Capital Management 471,716$7,533,3073.42%
Kinloch Capital, LLC 328,203$5,241,4023.28%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 289,319$4,620,4103.24%
Choice Wealth Advisors, LLC 280,430$4,478,4753.16%
FLAGSTAR ADVISORS INC 503,572$8,042,0523.06%
View complete list of FIRST TR EXCH TRADED FD III shareholders