FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 9 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $618 | +36.4% | 38,710 | +36.4% | 0.00% | 0.0% |
| Q1 2023 | $453 | +19.8% | 28,390 | +26.1% | 0.00% | 0.0% |
| Q4 2022 | $378 | -99.8% | 22,522 | +88.5% | 0.00% | +100.0% |
| Q3 2022 | $200,000 | -29.1% | 11,948 | -19.4% | 0.00% | -50.0% |
| Q1 2022 | $282,000 | -15.8% | 14,815 | -10.1% | 0.00% | 0.0% |
| Q4 2021 | $335,000 | -13.9% | 16,486 | -13.0% | 0.00% | -33.3% |
| Q3 2021 | $389,000 | +52.0% | 18,944 | +52.6% | 0.00% | +50.0% |
| Q2 2021 | $256,000 | 0.0% | 12,414 | -2.4% | 0.00% | 0.0% |
| Q1 2021 | $256,000 | -25.1% | 12,723 | -24.9% | 0.00% | -50.0% |
| Q4 2020 | $342,000 | +24.8% | 16,935 | +18.5% | 0.00% | 0.0% |
| Q3 2020 | $274,000 | -33.0% | 14,289 | -37.3% | 0.00% | -55.6% |
| Q1 2019 | $409,000 | – | 22,800 | – | 0.01% | – |
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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% |