Trinity Legacy Partners, LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FPEI and the CUSIP is 33739P855. A total of 133 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
Trinity Legacy Partners, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2022$353,000
-80.3%
20,604
-79.5%
0.15%
-78.3%
Q2 2022$1,790,000
-10.0%
100,344
-2.1%
0.70%
+3.7%
Q1 2022$1,988,000
-4.7%
102,496
+0.2%
0.67%
-5.2%
Q4 2021$2,087,000
+134.0%
102,327
+136.8%
0.71%
+121.2%
Q3 2021$892,000
+161.6%
43,220
+162.2%
0.32%
+156.0%
Q2 2021$341,000
+39.2%
16,485
+38.3%
0.12%
+27.6%
Q1 2021$245,00011,9200.10%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2023
NameSharesValueWeighting ↓
QP WEALTH MANAGEMENT, LLC 160,040$2,701,4754.71%
ADAMSBROWN WEALTH CONSULTANTS LLC 564,322$9,525,7544.69%
Essex LLC 862,914$14,565,9884.09%
Citizens Business Bank 1,011,572$17,075,3464.01%
Cherry Creek Investment Advisors, Inc. 345,586$5,833,4983.96%
SHELTON WEALTH MANAGEMENT, LLC 278,372$4,698,9303.76%
PETERSON WEALTH MANAGEMENT 203,330$3,432,2172.82%
INTEGRAL INVESTMENT ADVISORS, INC. 211,167$3,564,4992.49%
Key FInancial Inc 428,027$7,225,0962.44%
SUTTON PLACE INVESTORS LLC 110,610$1,867,0972.43%
View complete list of FIRST TR EXCH TRADED FD III shareholders