FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 379 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $299,000 | -18.8% | 15,150 | -20.3% | 0.32% | -12.3% |
| Q2 2019 | $368,000 | +35.3% | 19,000 | +33.0% | 0.36% | +22.9% |
| Q1 2019 | $272,000 | +6.2% | 14,287 | 0.0% | 0.29% | -7.3% |
| Q4 2018 | $256,000 | -51.3% | 14,287 | -48.1% | 0.32% | -43.8% |
| Q3 2018 | $526,000 | -32.6% | 27,540 | -32.7% | 0.56% | -30.4% |
| Q2 2018 | $780,000 | +22.3% | 40,898 | +24.8% | 0.80% | +6.2% |
| Q1 2018 | $638,000 | +11.0% | 32,765 | +13.9% | 0.76% | -8.0% |
| Q4 2017 | $575,000 | – | 28,765 | – | 0.82% | – |
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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% |