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 | $322,900 | +0.0% | 20,219 | +0.0% | 0.12% | -3.3% |
Q2 2023 | $322,871 | -7.5% | 20,217 | -7.5% | 0.12% | -15.9% |
Q1 2023 | $348,961 | -5.0% | 21,865 | +0.0% | 0.14% | -15.7% |
Q4 2022 | $367,283 | -7.7% | 21,862 | -8.1% | 0.17% | -11.8% |
Q3 2022 | $398,000 | +5.9% | 23,789 | +9.2% | 0.20% | +10.8% |
Q2 2022 | $376,000 | -11.9% | 21,781 | -2.9% | 0.18% | +6.7% |
Q1 2022 | $427,000 | – | 22,437 | – | 0.16% | – |
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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% |