Simplicity Solutions, LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FPEI and the CUSIP is 33739P855. A total of 55 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q4 2020$2,189,000
+13.3%
107,421
+7.8%
0.03%
-11.1%
Q3 2020$1,932,000
+291.1%
99,676
+280.2%
0.04%
+260.0%
Q2 2020$494,000
+43.6%
26,216
+28.9%
0.01%
-9.1%
Q1 2020$344,000
+18.6%
20,332
+40.7%
0.01%
+22.2%
Q4 2019$290,000
+38.8%
14,448
+35.9%
0.01%
+12.5%
Q3 2019$209,00010,6310.01%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2020
NameSharesValueWeighting ↓
WealthTrust Asset Management, LLC 466,610$9,052,0006.44%
Sterling Manor Financial, LLC 414,182$8,035,0006.42%
Southern Wealth Management, LLP 1,006,981$19,535,0006.36%
Cherry Creek Investment Advisors, Inc. 418,108$8,111,0005.34%
QP WEALTH MANAGEMENT, LLC 242,104$4,697,0005.25%
ADAMSBROWN WEALTH CONSULTANTS LLC 328,869$6,380,0005.05%
PETERSON WEALTH MANAGEMENT 357,267$6,931,0004.65%
Essex LLC 1,422,916$27,604,0003.74%
Walker Asset Management, LLC 173,736$3,370,0002.70%
Elevated Capital Advisors, LLC 369,930$7,177,0002.38%
View complete list of FIRST TR EXCH TRADED FD III shareholders