Lido Advisors, LLC - 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 379 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
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$2,211,000116,0100.14%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2023
NameSharesValueWeighting ↓
Trinity Legacy Partners, LLC 988,141$15,780,6155.45%
PFS Partners, LLC 341,776$5,458,1624.81%
Quad-Cities Investment Group, LLC 396,580$6,333,3804.25%
Mid-American Wealth Advisory Group, Inc. 281,386$4,423,3843.57%
Dunhill Financial, LLC 347,089$5,463,1773.44%
Triumph Capital Management 471,716$7,533,3073.42%
Kinloch Capital, LLC 328,203$5,241,4023.28%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 289,319$4,620,4103.24%
Choice Wealth Advisors, LLC 280,430$4,478,4753.16%
FLAGSTAR ADVISORS INC 503,572$8,042,0523.06%
View complete list of FIRST TR EXCH TRADED FD III shareholders