FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 413 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $215,443 | -3.0% | 12,824 | -3.5% | 0.12% | -10.9% |
| Q3 2022 | $222,000 | -16.2% | 13,296 | -13.5% | 0.14% | -12.7% |
| Q2 2022 | $265,000 | -36.1% | 15,378 | -29.5% | 0.16% | -22.2% |
| Q1 2022 | $415,000 | +4.0% | 21,813 | +11.2% | 0.20% | -11.7% |
| Q4 2021 | $399,000 | +21.6% | 19,618 | +22.7% | 0.23% | +12.2% |
| Q3 2021 | $328,000 | +48.4% | 15,988 | +48.8% | 0.20% | +47.5% |
| Q2 2021 | $221,000 | +3.8% | 10,748 | +1.5% | 0.14% | 0.0% |
| Q1 2021 | $213,000 | -2.7% | 10,586 | -2.4% | 0.14% | -9.2% |
| Q4 2020 | $219,000 | +1.9% | 10,846 | -3.3% | 0.15% | -8.9% |
| Q3 2020 | $215,000 | +7.5% | 11,221 | +3.3% | 0.17% | -4.5% |
| Q2 2020 | $200,000 | – | 10,866 | – | 0.18% | – |
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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% |