FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 420 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,857 | +0.8% | 492 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $7,798 | -0.7% | 492 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $7,852 | -5.0% | 492 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $8,266 | +3.3% | 492 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $8,000 | 0.0% | 492 | 0.0% | 0.01% | +20.0% |
| Q2 2022 | $8,000 | -11.1% | 492 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $9,000 | -10.0% | 492 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $10,000 | 0.0% | 492 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 492 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 492 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $10,000 | 0.0% | 492 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $10,000 | +11.1% | 492 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $9,000 | 0.0% | 492 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 492 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | -20.0% | 492 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $10,000 | 0.0% | 492 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 492 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $10,000 | +11.1% | 492 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $9,000 | 0.0% | 492 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $9,000 | 0.0% | 492 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $9,000 | 0.0% | 492 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $9,000 | -10.0% | 492 | 0.0% | 0.01% | -12.5% |
| Q1 2018 | $10,000 | – | 492 | – | 0.01% | – |
Download | ||||||
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% |