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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,477,532 | -19.3% | 405,606 | -19.3% | 0.32% | -18.3% |
| Q2 2023 | $8,026,853 | -13.7% | 502,621 | -13.7% | 0.40% | -21.7% |
| Q1 2023 | $9,298,922 | -13.0% | 582,639 | -8.4% | 0.51% | -22.1% |
| Q4 2022 | $10,685,790 | +10.6% | 636,059 | +13.4% | 0.65% | 0.0% |
| Q3 2022 | $9,664,000 | 0.0% | 560,884 | 0.0% | 0.65% | 0.0% |
| Q2 2022 | $9,664,000 | -13.8% | 560,884 | +1.7% | 0.65% | -2.4% |
| Q4 2021 | $11,208,000 | -8.6% | 551,577 | -7.6% | 0.67% | +70.8% |
| Q3 2021 | $12,257,000 | +6.6% | 596,731 | +7.0% | 0.39% | +6.5% |
| Q2 2021 | $11,494,000 | +9.5% | 557,943 | +7.1% | 0.37% | -2.9% |
| Q1 2021 | $10,501,000 | – | 521,126 | – | 0.38% | – |
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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% |