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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,859 | -23.8% | 14,581 | -23.8% | 0.00% | 0.0% |
| Q2 2023 | $305,538 | +2.6% | 19,132 | +2.5% | 0.00% | -33.3% |
| Q1 2023 | $297,766 | +51.2% | 18,657 | +79.5% | 0.00% | +50.0% |
| Q1 2022 | $197,000 | -4.8% | 10,395 | +1.7% | 0.00% | 0.0% |
| Q4 2021 | $207,000 | -26.1% | 10,226 | -24.6% | 0.00% | -50.0% |
| Q2 2021 | $280,000 | +21.2% | 13,570 | +8.3% | 0.00% | -42.9% |
| Q2 2020 | $231,000 | -46.8% | 12,534 | -52.7% | 0.01% | -61.1% |
| Q1 2020 | $434,000 | -68.1% | 26,487 | -60.9% | 0.02% | -66.7% |
| Q4 2019 | $1,361,000 | -64.8% | 67,797 | -65.4% | 0.05% | -72.4% |
| Q3 2019 | $3,866,000 | +14.1% | 195,952 | +12.1% | 0.20% | +1.0% |
| Q2 2019 | $3,389,000 | +53.3% | 174,816 | +50.7% | 0.19% | +34.7% |
| Q1 2019 | $2,211,000 | – | 116,010 | – | 0.14% | – |
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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% |