Mendel Money Management - 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 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
Mendel Money Management ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
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$200,00010,8660.18%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q1 2022
NameSharesValueWeighting ↓
Milestone Advisory Partners 796,182$16,075,0009.17%
Summit Financial Wealth Advisors, LLC 1,324,125$25,383,0006.92%
PEAK FINANCIAL ADVISORS LLC 362,829$7,326,0006.31%
Flaharty Asset Management, LLC 1,185,685$23,939,0005.98%
Southern Wealth Management, LLP 778,621$15,720,0005.96%
Quad-Cities Investment Group, LLC 297,544$6,007,0004.94%
ShoreHaven Wealth Partners, LLC 429,638$8,674,0004.85%
GRIMES & COMPANY, INC. 4,338,472$87,594,0004.55%
Clearwater Capital Advisors, LLC 1,389,330$28,051,0003.72%
Archer Investment Corp 378,388$7,639,663,0003.63%
View complete list of FIRST TR EXCH TRADED FD III shareholders