FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 232 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,597,000 | -23.2% | 79,249 | -23.0% | 0.08% | -30.4% |
| Q4 2020 | $2,079,000 | -1.5% | 102,957 | -6.5% | 0.11% | -14.5% |
| Q3 2020 | $2,111,000 | -4.3% | 110,132 | -8.1% | 0.13% | -16.0% |
| Q2 2020 | $2,207,000 | -6.5% | 119,781 | -16.8% | 0.16% | -17.0% |
| Q1 2020 | $2,361,000 | -34.1% | 143,931 | -19.4% | 0.19% | -14.2% |
| Q4 2019 | $3,583,000 | -0.2% | 178,516 | -1.9% | 0.22% | -8.0% |
| Q3 2019 | $3,591,000 | +18.1% | 181,986 | +16.1% | 0.24% | +18.4% |
| Q2 2019 | $3,041,000 | +3.1% | 156,787 | +1.3% | 0.20% | -9.5% |
| Q1 2019 | $2,950,000 | +0.8% | 154,757 | -5.1% | 0.22% | -14.3% |
| Q4 2018 | $2,927,000 | -15.6% | 163,048 | -10.4% | 0.26% | -20.8% |
| Q2 2018 | $3,468,000 | -0.7% | 181,971 | +1.4% | 0.33% | -7.4% |
| Q1 2018 | $3,492,000 | -4.7% | 179,422 | -2.0% | 0.35% | -5.6% |
| Q4 2017 | $3,664,000 | -1.9% | 183,119 | -1.5% | 0.37% | -10.1% |
| Q3 2017 | $3,735,000 | +6.7% | 185,995 | +6.3% | 0.42% | +0.2% |
| Q2 2017 | $3,500,000 | +28.1% | 174,904 | +24.9% | 0.42% | +21.3% |
| Q1 2017 | $2,733,000 | +21.4% | 139,994 | +18.1% | 0.34% | +9.6% |
| Q4 2016 | $2,252,000 | +43.1% | 118,585 | +40.6% | 0.31% | +20.9% |
| Q1 2016 | $1,574,000 | +123.6% | 84,324 | +127.0% | 0.26% | +111.5% |
| Q4 2015 | $704,000 | – | 37,149 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Southern Wealth Management, LLP | 1,563,906 | $32,373,000 | 9.34% |
| Trinity Legacy Partners, LLC | 1,181,665 | $24,413,000 | 8.97% |
| Milestone Advisory Partners | 808,893 | $16,663,000 | 8.78% |
| PEAK FINANCIAL ADVISORS LLC | 394,408 | $8,125,000 | 6.99% |
| Summit Financial Wealth Advisors, LLC | 1,330,142 | $27,401,000 | 6.19% |
| ShoreHaven Wealth Partners, LLC | 543,226 | $11,190,000 | 6.01% |
| Flaharty Asset Management, LLC | 1,319,652 | $27,185,000 | 5.81% |
| Elevation Capital Advisory, LLC | 432,497 | $8,907,000 | 5.00% |
| GRIMES & COMPANY, INC. | 5,394,473 | $111,126,000 | 4.82% |
| STRINGER ASSET MANAGEMENT, LLC | 233,833 | $4,817,000 | 4.77% |