FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 325 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $170,293 | -5.0% | 10,670 | 0.0% | 0.00% | – |
| Q4 2022 | $179,256 | +0.7% | 10,670 | 0.0% | 0.00% | – |
| Q3 2022 | $178,000 | -3.3% | 10,670 | 0.0% | 0.00% | – |
| Q2 2022 | $184,000 | -9.4% | 10,670 | 0.0% | 0.00% | – |
| Q1 2022 | $203,000 | -6.5% | 10,670 | 0.0% | 0.00% | – |
| Q4 2021 | $217,000 | -0.9% | 10,670 | 0.0% | 0.00% | – |
| Q3 2021 | $219,000 | -0.5% | 10,670 | 0.0% | 0.00% | – |
| Q2 2021 | $220,000 | -6.4% | 10,670 | -8.6% | 0.00% | – |
| Q1 2021 | $235,000 | -8.2% | 11,670 | -7.9% | 0.00% | – |
| Q4 2020 | $256,000 | -10.5% | 12,670 | -15.0% | 0.00% | – |
| Q3 2020 | $286,000 | +4.4% | 14,900 | 0.0% | 0.00% | – |
| Q2 2020 | $274,000 | +23.4% | 14,900 | +9.9% | 0.00% | – |
| Q1 2020 | $222,000 | – | 13,554 | – | 0.00% | – |
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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% |