FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 379 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $426,997 | +0.8% | 26,737 | +0.8% | 0.06% | -1.8% |
| Q2 2023 | $423,804 | +3.4% | 26,537 | +3.3% | 0.06% | -5.1% |
| Q1 2023 | $409,935 | -1.0% | 25,685 | +4.2% | 0.06% | -9.2% |
| Q4 2022 | $414,024 | -1.2% | 24,644 | -1.7% | 0.06% | -12.2% |
| Q3 2022 | $419,000 | +138.1% | 25,075 | +145.9% | 0.07% | +117.6% |
| Q2 2022 | $176,000 | -35.5% | 10,199 | -28.9% | 0.03% | -29.2% |
| Q1 2022 | $273,000 | – | 14,348 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Southern Wealth Management, LLP | 1,536,464 | $31,221,000 | 12.36% |
| Milestone Advisory Partners | 971,275 | $19,736,000 | 9.96% |
| Trinity Legacy Partners, LLC | 1,227,015 | $24,933,000 | 8.45% |
| Members Advisory Group LLC | 531,361 | $10,787,000 | 7.12% |
| STONEBRIDGE ADVISORS LLC | 1,485,364 | $30,182,596 | 6.95% |
| Flaharty Asset Management, LLC | 1,566,804 | $31,837,000 | 5.86% |
| ShoreHaven Wealth Partners, LLC | 580,584 | $11,797,000 | 5.84% |
| STRINGER ASSET MANAGEMENT, LLC | 101,118 | $5,127,000 | 5.60% |
| Summit Financial Wealth Advisors, LLC | 1,413,658 | $28,669,000 | 5.55% |
| Quad-Cities Investment Group, LLC | 374,983 | $7,620,000 | 4.76% |