FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 325 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278,198 | +3.0% | 17,420 | +3.0% | 0.01% | 0.0% |
| Q2 2023 | $270,053 | +40.1% | 16,910 | +40.0% | 0.01% | +25.0% |
| Q1 2023 | $192,797 | -86.2% | 12,080 | -82.6% | 0.00% | -93.8% |
| Q4 2020 | $1,402,000 | +13.8% | 69,416 | +8.0% | 0.06% | -1.5% |
| Q3 2020 | $1,232,000 | +53.8% | 64,246 | +47.7% | 0.06% | +38.3% |
| Q2 2020 | $801,000 | +21.5% | 43,499 | +8.2% | 0.05% | -4.1% |
| Q1 2020 | $659,000 | +34.2% | 40,195 | +64.4% | 0.05% | +58.1% |
| Q4 2019 | $491,000 | – | 24,455 | – | 0.03% | – |
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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% |