FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 357 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,292,420 | -10.5% | 80,928 | -10.5% | 0.14% | -7.1% |
| Q2 2023 | $1,443,592 | -5.8% | 90,394 | -5.9% | 0.16% | -10.9% |
| Q1 2023 | $1,532,894 | -7.4% | 96,046 | -2.5% | 0.18% | -10.7% |
| Q4 2022 | $1,655,018 | -6.1% | 98,513 | -6.6% | 0.20% | -10.5% |
| Q3 2022 | $1,762,000 | -16.0% | 105,509 | -13.3% | 0.22% | -15.4% |
| Q2 2022 | $2,097,000 | -91.4% | 121,709 | -90.5% | 0.26% | -90.8% |
| Q1 2022 | $24,309,000 | +26.3% | 1,278,057 | +34.9% | 2.82% | +31.4% |
| Q4 2021 | $19,248,000 | -17.2% | 947,239 | -16.3% | 2.15% | -25.4% |
| Q3 2021 | $23,246,000 | – | 1,131,730 | – | 2.88% | – |
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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% |