FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 232 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $36,000 | 0.0% | 1,766 | +0.4% | 0.00% | -50.0% |
| Q4 2020 | $36,000 | -21.7% | 1,759 | -26.9% | 0.00% | 0.0% |
| Q3 2020 | $46,000 | -80.3% | 2,407 | -80.9% | 0.00% | -84.6% |
| Q2 2020 | $233,000 | -21.5% | 12,626 | -30.4% | 0.01% | -40.9% |
| Q1 2020 | $297,000 | -16.1% | 18,134 | +2.8% | 0.02% | -18.5% |
| Q4 2019 | $354,000 | +145.8% | 17,634 | +141.4% | 0.03% | +125.0% |
| Q3 2019 | $144,000 | -28.7% | 7,304 | -31.0% | 0.01% | -47.8% |
| Q1 2019 | $202,000 | – | 10,581 | – | 0.02% | – |
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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% |