FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 387 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2023. The put-call ratio across all filers is 3.29 and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 796,182 | $16,075,000 | 9.17% |
| Summit Financial Wealth Advisors, LLC | 1,324,125 | $25,383,000 | 6.92% |
| PEAK FINANCIAL ADVISORS LLC | 362,829 | $7,326,000 | 6.31% |
| Flaharty Asset Management, LLC | 1,185,685 | $23,939,000 | 5.98% |
| Southern Wealth Management, LLP | 778,621 | $15,720,000 | 5.96% |
| Quad-Cities Investment Group, LLC | 297,544 | $6,007,000 | 4.94% |
| ShoreHaven Wealth Partners, LLC | 429,638 | $8,674,000 | 4.85% |
| GRIMES & COMPANY, INC. | 4,338,472 | $87,594,000 | 4.55% |
| Clearwater Capital Advisors, LLC | 1,389,330 | $28,051,000 | 3.72% |
| Archer Investment Corp | 378,388 | $7,639,663,000 | 3.63% |