STONEBRIDGE ADVISORS LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FPEI and the CUSIP is 33739P855. A total of 134 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
STONEBRIDGE ADVISORS LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$242,806
-90.9%
14,384
-90.4%
0.06%
-91.1%
Q4 2022$2,665,819
-35.8%
149,681
-26.5%
0.67%
-29.6%
Q4 2021$4,152,848203,5710.96%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2022
NameSharesValueWeighting ↓
WealthTrust Asset Management, LLC 415,870$7,369,0006.96%
PETERSON WEALTH MANAGEMENT 291,921$5,173,0006.69%
Cherry Creek Investment Advisors, Inc. 417,368$7,396,0005.96%
ADAMSBROWN WEALTH CONSULTANTS LLC 422,596$7,488,0005.90%
Essex LLC 1,003,184$17,776,0005.51%
QP WEALTH MANAGEMENT, LLC 224,461$3,977,0005.45%
SHELTON WEALTH MANAGEMENT, LLC 278,141$4,929,0004.19%
Walker Asset Management, LLC 166,736$2,955,0002.66%
PCG Wealth Advisors, LLC 160,144$2,838,0002.03%
1776 Wealth LLC 147,124$2,607,0001.83%
View complete list of FIRST TR EXCH TRADED FD III shareholders