FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 9 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |