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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,325,484 | -13.9% | 78,898 | -15.3% | 0.15% | -18.3% |
| Q3 2022 | $1,539,000 | +21.5% | 93,182 | +26.7% | 0.18% | +22.4% |
| Q2 2022 | $1,267,000 | +4.5% | 73,556 | +15.4% | 0.15% | +22.5% |
| Q1 2022 | $1,213,000 | +3.1% | 63,760 | +10.1% | 0.12% | +5.3% |
| Q4 2021 | $1,177,000 | +279.7% | 57,926 | +283.8% | 0.11% | +235.3% |
| Q3 2021 | $310,000 | -0.3% | 15,093 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $311,000 | -10.6% | 15,093 | -12.7% | 0.04% | -12.5% |
| Q1 2021 | $348,000 | – | 17,284 | – | 0.04% | – |
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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% |