FIRST TR EXCH TRADED FD III's ticker is FPEI and the CUSIP is 33739P855. A total of 1 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,055 | +1.7% | 1,247 | +1.5% | 0.00% | 0.0% |
| Q2 2023 | $20,697 | +2.2% | 1,228 | +1.6% | 0.00% | 0.0% |
| Q1 2023 | $20,254 | -12.4% | 1,209 | -6.9% | 0.00% | -25.0% |
| Q4 2022 | $23,121 | -11.1% | 1,298 | -12.9% | 0.00% | -20.0% |
| Q3 2022 | $26,000 | 0.0% | 1,491 | +0.9% | 0.01% | 0.0% |
| Q2 2022 | $26,000 | -10.3% | 1,478 | +0.1% | 0.01% | +25.0% |
| Q1 2022 | $29,000 | -3.3% | 1,477 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $30,000 | +76.5% | 1,476 | +84.5% | 0.00% | +33.3% |
| Q3 2021 | $17,000 | – | 800 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADAMSBROWN WEALTH CONSULTANTS LLC | 537,680 | $9,576,089 | 5.81% |
| PETERSON WEALTH MANAGEMENT | 304,811 | $5,428,688 | 5.53% |
| Cherry Creek Investment Advisors, Inc. | 376,824 | $6,711,238 | 5.21% |
| Essex LLC | 904,075 | $16,101,576 | 4.87% |
| SHELTON WEALTH MANAGEMENT, LLC | 293,939 | $5,235,046 | 4.13% |
| QP WEALTH MANAGEMENT, LLC | 141,586 | $2,521,647 | 3.93% |
| Elevated Capital Advisors, LLC | 462,184 | $8,231,492 | 3.14% |
| MILESTONE ASSET MANAGEMENT, LLC | 261,383 | $4,851,268 | 2.89% |
| SUTTON PLACE INVESTORS LLC | 111,180 | $1,980,116 | 2.83% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 2,014,435 | $35,877 | 2.55% |