FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 399 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 796,182 | $16,075,000 | 9.17% |
| Summit Financial Wealth Advisors, LLC | 1,324,125 | $25,383,000 | 6.92% |
| PEAK FINANCIAL ADVISORS LLC | 362,829 | $7,326,000 | 6.31% |
| Flaharty Asset Management, LLC | 1,185,685 | $23,939,000 | 5.98% |
| Southern Wealth Management, LLP | 778,621 | $15,720,000 | 5.96% |
| Quad-Cities Investment Group, LLC | 297,544 | $6,007,000 | 4.94% |
| ShoreHaven Wealth Partners, LLC | 429,638 | $8,674,000 | 4.85% |
| GRIMES & COMPANY, INC. | 4,338,472 | $87,594,000 | 4.55% |
| Clearwater Capital Advisors, LLC | 1,389,330 | $28,051,000 | 3.72% |
| Archer Investment Corp | 378,388 | $7,639,663,000 | 3.63% |