FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 231 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $295,675 | -12.0% | 18,514 | -12.0% | 0.09% | -13.1% |
| Q2 2023 | $335,870 | +1.1% | 21,031 | +1.0% | 0.10% | -4.8% |
| Q1 2023 | $332,176 | -1.6% | 20,813 | +3.5% | 0.10% | -8.8% |
| Q4 2022 | $337,715 | -5.4% | 20,102 | -6.0% | 0.11% | -14.3% |
| Q3 2022 | $357,000 | -8.0% | 21,396 | -5.0% | 0.13% | +0.8% |
| Q2 2022 | $388,000 | -10.2% | 22,516 | -0.9% | 0.13% | +2.3% |
| Q1 2022 | $432,000 | +45.9% | 22,727 | +55.8% | 0.13% | +59.3% |
| Q4 2021 | $296,000 | +31.0% | 14,586 | +32.4% | 0.08% | +50.0% |
| Q3 2021 | $226,000 | +12.4% | 11,017 | +4.5% | 0.05% | -21.7% |
| Q3 2018 | $201,000 | 0.0% | 10,547 | 0.0% | 0.07% | -11.5% |
| Q2 2018 | $201,000 | -2.0% | 10,547 | 0.0% | 0.08% | -3.7% |
| Q1 2018 | $205,000 | -4.2% | 10,547 | -1.4% | 0.08% | -8.0% |
| Q4 2017 | $214,000 | +1.4% | 10,697 | +1.9% | 0.09% | +4.8% |
| Q3 2017 | $211,000 | – | 10,497 | – | 0.08% | – |
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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% |