FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 357 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $33,273 | +0.1% | 2,083 | 0.0% | 0.05% | 0.0% |
Q1 2023 | $33,252 | -5.0% | 2,083 | 0.0% | 0.05% | 0.0% |
Q4 2022 | $35,002 | +0.0% | 2,083 | 0.0% | 0.05% | +20.0% |
Q3 2022 | $35,000 | -34.0% | 2,083 | -19.7% | 0.04% | -2.4% |
Q4 2021 | $53,000 | -17.2% | 2,593 | -16.4% | 0.04% | -21.2% |
Q3 2021 | $64,000 | – | 3,100 | – | 0.05% | – |
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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% |