FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 406 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $281,599 | +40.1% | 16,221 | +39.7% | 0.02% | +35.3% |
| Q1 2024 | $201,070 | +12.6% | 11,609 | +9.6% | 0.02% | 0.0% |
| Q4 2023 | $178,617 | -2.6% | 10,594 | -7.7% | 0.02% | -5.6% |
| Q3 2023 | $183,353 | -50.9% | 11,481 | -51.0% | 0.02% | -53.8% |
| Q1 2023 | $373,682 | -45.0% | 23,413 | -42.1% | 0.04% | -48.7% |
| Q4 2022 | $679,072 | +41.2% | 40,420 | +40.2% | 0.08% | +8.6% |
| Q3 2022 | $481,000 | +2.1% | 28,825 | +5.5% | 0.07% | +11.1% |
| Q2 2022 | $471,000 | +45.4% | 27,329 | +60.6% | 0.06% | +61.5% |
| Q1 2022 | $324,000 | -5.3% | 17,022 | +1.2% | 0.04% | -13.3% |
| Q4 2021 | $342,000 | +12.5% | 16,822 | +13.5% | 0.04% | -2.2% |
| Q3 2021 | $304,000 | +13.9% | 14,822 | +14.4% | 0.05% | +2.2% |
| Q2 2021 | $267,000 | – | 12,959 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Comprehensive Wealth Management, LLC | 510,694 | $10,290,484 | 12.52% |
| Trinity Legacy Partners, LLC | 1,311,576 | $26,704,000 | 10.64% |
| Southern Wealth Management, LLP | 1,300,459 | $26,204,000 | 8.63% |
| Milestone Advisory Partners | 797,644 | $16,073,000 | 8.60% |
| Summit Financial Wealth Advisors, LLC | 1,311,674 | $26,483,000 | 6.74% |
| PEAK FINANCIAL ADVISORS LLC | 393,507 | $7,929,000 | 6.68% |
| Flaharty Asset Management, LLC | 1,236,599 | $24,917,000 | 5.75% |
| Magnus Financial Group LLC | 965,770 | $19,460,000 | 4.70% |
| Quad-Cities Investment Group, LLC | 307,426 | $6,195,000 | 4.70% |
| GRIMES & COMPANY, INC. | 4,750,730 | $95,727,000 | 4.60% |