FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 399 filers reported holding FIRST TR EXCH TRADED FD III in Q2 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 ↓ |
|---|---|---|---|
| Southern Wealth Management, LLP | 1,563,906 | $32,373,000 | 9.34% |
| Trinity Legacy Partners, LLC | 1,181,665 | $24,413,000 | 8.97% |
| Milestone Advisory Partners | 808,893 | $16,663,000 | 8.78% |
| PEAK FINANCIAL ADVISORS LLC | 394,408 | $8,125,000 | 6.99% |
| Summit Financial Wealth Advisors, LLC | 1,330,142 | $27,401,000 | 6.19% |
| ShoreHaven Wealth Partners, LLC | 543,226 | $11,190,000 | 6.01% |
| Flaharty Asset Management, LLC | 1,319,652 | $27,185,000 | 5.81% |
| Elevation Capital Advisory, LLC | 432,497 | $8,907,000 | 5.00% |
| GRIMES & COMPANY, INC. | 5,394,473 | $111,126,000 | 4.82% |
| STRINGER ASSET MANAGEMENT, LLC | 233,833 | $4,817,000 | 4.77% |