FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 398 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,107 | -73.2% | 69,343 | -71.8% | 0.00% | -50.0% |
| Q4 2022 | $4,127 | -98.5% | 245,680 | +1395.4% | 0.00% | – |
| Q2 2022 | $283,000 | +15.5% | 16,429 | +27.3% | 0.00% | – |
| Q1 2022 | $245,000 | -13.4% | 12,907 | -8.4% | 0.00% | – |
| Q4 2019 | $283,000 | -17.3% | 14,085 | -18.8% | 0.00% | -100.0% |
| Q3 2019 | $342,000 | +12.5% | 17,337 | +8.6% | 0.00% | – |
| Q1 2019 | $304,000 | -89.3% | 15,967 | -88.8% | 0.00% | -100.0% |
| Q4 2017 | $2,842,000 | +19.1% | 142,030 | +19.5% | 0.00% | 0.0% |
| Q3 2017 | $2,387,000 | +32.5% | 118,872 | +32.0% | 0.00% | +33.3% |
| Q2 2017 | $1,802,000 | +71.9% | 90,035 | +67.7% | 0.00% | +50.0% |
| Q1 2017 | $1,048,000 | – | 53,681 | – | 0.00% | – |
Download | ||||||
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% |