Sequoia Financial Advisors, 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 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
Sequoia Financial Advisors, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
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$491,00024,4550.03%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q1 2021
NameSharesValueWeighting ↓
HCR Wealth Advisors 1,278,381$25,580,0008.94%
IFG Advisory, LLC 622,126$25,485,0005.74%
Flaharty Asset Management, LLC 938,579$18,900,0004.15%
Wills Financial Group, Inc. 292,785$5,858,0004.08%
LVZ, Inc. 538,287$10,771,0003.19%
BEACON FINANCIAL GROUP 896,070$17,930,0003.12%
Kabarec Financial Advisors, Ltd. 252,439$5,051,0003.10%
TRUSTCORE FINANCIAL SERVICES, LLC 362,021$7,244,0002.83%
Karp Capital Management Corp 326,863$6,541,0002.77%
Hochman Cole Investment Advisors, Inc. 194,502$3,892,0002.45%
View complete list of FIRST TR EXCH TRADED FD III shareholders