FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 401 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is 1.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,404 | 0.0% | 401 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6,404 | +0.1% | 401 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,400 | -5.0% | 401 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,737 | -3.8% | 401 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | -66.7% | 401 | -62.6% | 0.00% | -66.7% |
| Q4 2019 | $21,000 | 0.0% | 1,071 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $21,000 | 0.0% | 1,071 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $21,000 | +5.0% | 1,071 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $20,000 | +5.3% | 1,071 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | +5.6% | 1,071 | +13.2% | 0.00% | +33.3% |
| Q3 2018 | $18,000 | 0.0% | 946 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $18,000 | 0.0% | 946 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $18,000 | -5.3% | 946 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $19,000 | +90.0% | 946 | +94.7% | 0.00% | +100.0% |
| Q3 2017 | $10,000 | – | 486 | – | 0.00% | – |
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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% |