Plante Moran Financial Advisors, LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 180 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q2 2024$42,740
+0.2%
2,4620.0%0.00%
-20.0%
Q1 2024$42,642
+2.7%
2,4620.0%0.01%
+25.0%
Q4 2023$41,509
+5.6%
2,4620.0%0.00%
-20.0%
Q3 2023$39,318
-61.9%
2,462
-61.9%
0.01%
-58.3%
Q2 2023$103,198
+162.6%
6,462
+162.5%
0.01%
+140.0%
Q1 2023$39,294
-5.0%
2,4620.0%0.01%
-16.7%
Q4 2022$41,362
+0.9%
2,4620.0%0.01%
-14.3%
Q3 2022$41,000
-2.4%
2,4620.0%0.01%0.0%
Q2 2022$42,000
-10.6%
2,4620.0%0.01%
-22.2%
Q1 2022$47,000
-6.0%
2,4620.0%0.01%
+12.5%
Q4 2021$50,000
-2.0%
2,4620.0%0.01%
-27.3%
Q3 2021$51,0000.0%2,4620.0%0.01%
-8.3%
Q2 2021$51,000
+2.0%
2,4620.0%0.01%
-14.3%
Q1 2021$50,0000.0%2,4620.0%0.01%
-6.7%
Q4 2020$50,000
-15.3%
2,462
-19.4%
0.02%
-28.6%
Q3 2020$59,000
+31.1%
3,055
+24.1%
0.02%
+16.7%
Q2 2020$45,000
+12.5%
2,4620.0%0.02%0.0%
Q1 2020$40,000
-54.5%
2,462
-43.9%
0.02%
-41.9%
Q4 2019$88,000
+1.1%
4,3900.0%0.03%
+24.0%
Q3 2019$87,000
-9.4%
4,390
-11.5%
0.02%
-13.8%
Q2 2019$96,000
+11.6%
4,958
+10.3%
0.03%
+7.4%
Q1 2019$86,000
+6.2%
4,493
+0.0%
0.03%
-3.6%
Q4 2018$81,000
-5.8%
4,492
+0.0%
0.03%0.0%
Q3 2018$86,0000.0%4,491
+0.0%
0.03%
-36.4%
Q2 2018$86,000
-1.1%
4,4900.0%0.04%
-6.4%
Q1 2018$87,000
-1.1%
4,490
+2.3%
0.05%
-4.1%
Q4 2017$88,0000.0%4,3900.0%0.05%
-5.8%
Q3 2017$88,0000.0%4,3900.0%0.05%
-5.5%
Q2 2017$88,000
+2.3%
4,3900.0%0.06%
+5.8%
Q1 2017$86,0004,3900.05%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2017
NameSharesValueWeighting ↓
Comprehensive Wealth Management, LLC 510,694$10,290,48412.52%
Trinity Legacy Partners, LLC 1,311,576$26,704,00010.64%
Southern Wealth Management, LLP 1,300,459$26,204,0008.63%
Milestone Advisory Partners 797,644$16,073,0008.60%
Summit Financial Wealth Advisors, LLC 1,311,674$26,483,0006.74%
PEAK FINANCIAL ADVISORS LLC 393,507$7,929,0006.68%
Flaharty Asset Management, LLC 1,236,599$24,917,0005.75%
Quad-Cities Investment Group, LLC 307,426$6,195,0004.70%
Magnus Financial Group LLC 965,770$19,460,0004.70%
GRIMES & COMPANY, INC. 4,750,730$95,727,0004.60%
View complete list of FIRST TR EXCH TRADED FD III shareholders