FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 357 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,780,615 | +0.4% | 988,141 | +0.4% | 5.45% | -0.7% |
| Q2 2023 | $15,712,865 | -0.3% | 983,899 | -0.4% | 5.49% | -7.2% |
| Q1 2023 | $15,759,711 | -2.2% | 987,451 | +2.9% | 5.92% | -7.8% |
| Q4 2022 | $16,120,613 | -12.3% | 959,560 | -12.8% | 6.42% | -18.2% |
| Q3 2022 | $18,374,000 | -16.7% | 1,100,216 | -13.3% | 7.85% | -8.3% |
| Q2 2022 | $22,046,000 | -12.0% | 1,269,219 | -3.7% | 8.57% | +1.3% |
| Q1 2022 | $25,057,000 | +0.5% | 1,317,402 | +7.4% | 8.46% | +0.1% |
| Q4 2021 | $24,933,000 | +1.3% | 1,227,015 | +2.4% | 8.45% | -4.4% |
| Q3 2021 | $24,622,000 | +0.9% | 1,198,724 | +1.4% | 8.84% | -1.5% |
| Q2 2021 | $24,413,000 | -8.6% | 1,181,665 | -9.9% | 8.97% | -15.7% |
| Q1 2021 | $26,704,000 | – | 1,311,576 | – | 10.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 796,182 | $16,075,000 | 9.17% |
| Summit Financial Wealth Advisors, LLC | 1,324,125 | $25,383,000 | 6.92% |
| PEAK FINANCIAL ADVISORS LLC | 362,829 | $7,326,000 | 6.31% |
| Flaharty Asset Management, LLC | 1,185,685 | $23,939,000 | 5.98% |
| Southern Wealth Management, LLP | 778,621 | $15,720,000 | 5.96% |
| Quad-Cities Investment Group, LLC | 297,544 | $6,007,000 | 4.94% |
| ShoreHaven Wealth Partners, LLC | 429,638 | $8,674,000 | 4.85% |
| GRIMES & COMPANY, INC. | 4,338,472 | $87,594,000 | 4.55% |
| Clearwater Capital Advisors, LLC | 1,389,330 | $28,051,000 | 3.72% |
| Archer Investment Corp | 378,388 | $7,639,663,000 | 3.63% |