FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 420 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $196,000 | -8.0% | 11,707 | +0.1% | 0.05% | +4.4% |
| Q2 2022 | $213,000 | -17.4% | 11,690 | -13.8% | 0.04% | -16.7% |
| Q1 2022 | $258,000 | -2.3% | 13,568 | -0.2% | 0.05% | -1.8% |
| Q4 2021 | $264,000 | -10.8% | 13,597 | -5.6% | 0.06% | -17.9% |
| Q3 2021 | $296,000 | +12.5% | 14,406 | +12.7% | 0.07% | +11.7% |
| Q2 2021 | $263,000 | +1.2% | 12,785 | 0.0% | 0.06% | -4.8% |
| Q1 2021 | $260,000 | +25.0% | 12,785 | +24.3% | 0.06% | +18.9% |
| Q4 2020 | $208,000 | +5.6% | 10,285 | 0.0% | 0.05% | -20.9% |
| Q3 2020 | $197,000 | -33.9% | 10,285 | -43.4% | 0.07% | -51.4% |
| Q1 2020 | $298,000 | -23.0% | 18,179 | -5.7% | 0.14% | -8.6% |
| Q4 2019 | $387,000 | +10.6% | 19,278 | +8.6% | 0.15% | +0.7% |
| Q3 2019 | $350,000 | +9.0% | 17,753 | +8.5% | 0.15% | +5.6% |
| Q2 2019 | $321,000 | +27.4% | 16,365 | +24.0% | 0.14% | +23.5% |
| Q1 2019 | $252,000 | +1.6% | 13,200 | 0.0% | 0.12% | +3.6% |
| Q4 2018 | $248,000 | – | 13,200 | – | 0.11% | – |
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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% |