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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $321 | -50.5% | 20,130 | -50.5% | 0.03% | -47.2% |
| Q1 2023 | $649 | -100.0% | 40,645 | -3.7% | 0.05% | -14.5% |
| Q4 2022 | $709,329,800 | +96407.5% | 42,222 | -4.1% | 0.06% | -13.9% |
| Q3 2022 | $735,000 | -7.3% | 44,013 | -4.4% | 0.07% | -10.0% |
| Q2 2022 | $793,000 | -15.8% | 46,039 | -7.0% | 0.08% | +1.3% |
| Q1 2022 | $942,000 | -17.7% | 49,524 | -12.1% | 0.08% | -19.4% |
| Q4 2021 | $1,145,000 | +1.2% | 56,368 | +2.3% | 0.10% | -21.6% |
| Q3 2021 | $1,131,000 | +9.0% | 55,082 | +9.3% | 0.12% | -14.4% |
| Q2 2021 | $1,038,000 | +2.3% | 50,393 | 0.0% | 0.15% | +12.3% |
| Q1 2021 | $1,015,000 | – | 50,393 | – | 0.13% | – |
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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% |