FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 22 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $902,000 | +277.4% | 47,428 | +272.5% | 0.02% | +375.0% |
| Q3 2015 | $239,000 | +3.0% | 12,733 | +4.1% | 0.00% | 0.0% |
| Q2 2015 | $232,000 | -66.3% | 12,234 | -66.5% | 0.00% | -63.6% |
| Q4 2014 | $688,000 | -32.8% | 36,490 | -33.1% | 0.01% | -15.4% |
| Q1 2014 | $1,024,000 | +83.8% | 54,506 | +76.4% | 0.01% | +85.7% |
| Q3 2013 | $557,000 | – | 30,891 | – | 0.01% | – |
Download | ||||||
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% |