FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 348 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $169,011 | -46.3% | 10,583 | -46.3% | 0.00% | -42.9% |
| Q2 2023 | $315,024 | -88.2% | 19,726 | -87.6% | 0.01% | -90.8% |
| Q4 2022 | $2,680,473 | +1.4% | 159,552 | +0.8% | 0.08% | -8.4% |
| Q3 2022 | $2,644,000 | +510.6% | 158,308 | +594.9% | 0.08% | +591.7% |
| Q1 2022 | $433,000 | -61.1% | 22,780 | -57.8% | 0.01% | -68.4% |
| Q2 2021 | $1,112,000 | -32.5% | 53,978 | -34.0% | 0.04% | -58.7% |
| Q1 2021 | $1,647,000 | +48.0% | 81,723 | +35.3% | 0.09% | +15.0% |
| Q2 2020 | $1,113,000 | +178.9% | 60,398 | +148.5% | 0.08% | +135.3% |
| Q1 2020 | $399,000 | – | 24,301 | – | 0.03% | – |
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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% |