FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 424 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $301,353 | -31.7% | 17,359 | -31.8% | 0.00% | -40.0% |
| Q1 2024 | $440,968 | -32.0% | 25,460 | -33.8% | 0.01% | -37.5% |
| Q4 2023 | $648,149 | -41.0% | 38,443 | -44.1% | 0.01% | -50.0% |
| Q3 2023 | $1,098,098 | -16.0% | 68,760 | -16.0% | 0.02% | -20.0% |
| Q2 2023 | $1,307,337 | -25.8% | 81,862 | -25.8% | 0.02% | -39.4% |
| Q1 2023 | $1,761,019 | +9.3% | 110,339 | +15.1% | 0.03% | -15.4% |
| Q4 2022 | $1,610,794 | – | 95,881 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Comprehensive Wealth Management, LLC | 510,694 | $10,290,484 | 12.52% |
| Trinity Legacy Partners, LLC | 1,311,576 | $26,704,000 | 10.64% |
| Southern Wealth Management, LLP | 1,300,459 | $26,204,000 | 8.63% |
| Milestone Advisory Partners | 797,644 | $16,073,000 | 8.60% |
| Summit Financial Wealth Advisors, LLC | 1,311,674 | $26,483,000 | 6.74% |
| PEAK FINANCIAL ADVISORS LLC | 393,507 | $7,929,000 | 6.68% |
| Flaharty Asset Management, LLC | 1,236,599 | $24,917,000 | 5.75% |
| Quad-Cities Investment Group, LLC | 307,426 | $6,195,000 | 4.70% |
| Magnus Financial Group LLC | 965,770 | $19,460,000 | 4.70% |
| GRIMES & COMPANY, INC. | 4,750,730 | $95,727,000 | 4.60% |