Shamrock Asset Management LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 302 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Shamrock Asset Management LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2019$1,121,000
-4.4%
56,836
-6.1%
0.87%
+5.2%
Q2 2019$1,173,000
-14.3%
60,509
-15.7%
0.83%
-23.4%
Q1 2019$1,368,000
+30.7%
71,785
+23.0%
1.08%
-31.5%
Q4 2018$1,047,000
-14.3%
58,343
-8.8%
1.58%
+104.9%
Q3 2018$1,222,000
-7.7%
63,984
-7.9%
0.77%
-4.1%
Q2 2018$1,324,000
-4.7%
69,463
-3.8%
0.80%
-2.9%
Q1 2018$1,389,000
-0.2%
72,175
+3.8%
0.83%
+0.4%
Q4 2017$1,392,000
-4.7%
69,546
-4.4%
0.83%
-11.8%
Q3 2017$1,460,000
+109.8%
72,721
+109.2%
0.94%
+115.4%
Q2 2017$696,000
-16.2%
34,767
-18.4%
0.44%
-15.9%
Q1 2017$831,000
+8.8%
42,583
+5.8%
0.52%
+10.9%
Q4 2016$764,000
+2364.5%
40,247
+2444.1%
0.47%
+2488.9%
Q3 2016$31,000
+3.3%
1,5820.0%0.02%
+5.9%
Q2 2016$30,0000.0%1,5820.0%0.02%
-5.6%
Q1 2016$30,0000.0%1,5820.0%0.02%
+5.9%
Q4 2015$30,0001,5820.02%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2019
NameSharesValueWeighting ↓
Comprehensive Wealth Management, LLC 510,694$10,290,48412.52%
Trinity Legacy Partners, LLC 1,311,576$26,704,00010.64%
Southern Wealth Management, LLP 1,300,459$26,204,0008.63%
Milestone Advisory Partners 797,644$16,073,0008.60%
Summit Financial Wealth Advisors, LLC 1,311,674$26,483,0006.74%
PEAK FINANCIAL ADVISORS LLC 393,507$7,929,0006.68%
Flaharty Asset Management, LLC 1,236,599$24,917,0005.75%
Quad-Cities Investment Group, LLC 307,426$6,195,0004.70%
Magnus Financial Group LLC 965,770$19,460,0004.70%
GRIMES & COMPANY, INC. 4,750,730$95,727,0004.60%
View complete list of FIRST TR EXCH TRADED FD III shareholders