FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 400 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,291,513 | +4.3% | 80,922 | +9.8% | 0.00% | – |
| Q4 2022 | $1,238,110 | +87.0% | 73,697 | +85.8% | 0.00% | – |
| Q3 2022 | $662,000 | -15.7% | 39,670 | -12.9% | 0.00% | – |
| Q2 2022 | $785,000 | +12.8% | 45,545 | +24.5% | 0.00% | – |
| Q1 2022 | $696,000 | +12.4% | 36,572 | +20.0% | 0.00% | – |
| Q4 2021 | $619,000 | +17.0% | 30,477 | +18.3% | 0.00% | – |
| Q3 2021 | $529,000 | +112.4% | 25,752 | +97.8% | 0.00% | – |
| Q3 2018 | $249,000 | +11.7% | 13,019 | +13.7% | 0.00% | – |
| Q1 2018 | $223,000 | +3.7% | 11,448 | +6.4% | 0.00% | – |
| Q4 2017 | $215,000 | -91.2% | 10,764 | -91.1% | 0.00% | -100.0% |
| Q2 2017 | $2,430,000 | +3.0% | 121,444 | +0.5% | 0.00% | 0.0% |
| Q1 2017 | $2,360,000 | +5.8% | 120,884 | +2.9% | 0.00% | 0.0% |
| Q4 2016 | $2,231,000 | – | 117,528 | – | 0.00% | – |
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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% |