FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 299 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $158,000 | -3.1% | 9,483 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $163,000 | -9.4% | 9,483 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $180,000 | -6.7% | 9,483 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $193,000 | -1.0% | 9,483 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $195,000 | 0.0% | 9,483 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $195,000 | +85.7% | 9,483 | +81.9% | 0.01% | +60.0% |
| Q1 2021 | $105,000 | 0.0% | 5,214 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $105,000 | +5.0% | 5,214 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $100,000 | +4.2% | 5,214 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $96,000 | +11.6% | 5,214 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $86,000 | -18.1% | 5,214 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $105,000 | +1.9% | 5,214 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $103,000 | – | 5,214 | – | 0.01% | – |
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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% |