FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 299 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $637,000 | +173.4% | 31,363 | +148.1% | 0.05% | +14.0% |
| Q2 2020 | $233,000 | -6.0% | 12,642 | -16.7% | 0.04% | -24.6% |
| Q1 2020 | $248,000 | -76.8% | 15,173 | -71.5% | 0.06% | -68.2% |
| Q4 2019 | $1,068,000 | +16.8% | 53,209 | +14.9% | 0.18% | +14.7% |
| Q3 2019 | $914,000 | +139.9% | 46,319 | +135.5% | 0.16% | +85.7% |
| Q2 2019 | $381,000 | -5.0% | 19,670 | -6.5% | 0.08% | -15.2% |
| Q1 2019 | $401,000 | -2.0% | 21,040 | -7.9% | 0.10% | -17.5% |
| Q4 2018 | $409,000 | -23.0% | 22,834 | -18.0% | 0.12% | -7.7% |
| Q3 2018 | $531,000 | +32.8% | 27,853 | +32.4% | 0.13% | +21.5% |
| Q2 2018 | $400,000 | +23.5% | 21,034 | +26.1% | 0.11% | +7.0% |
| Q1 2018 | $324,000 | -2.7% | 16,684 | 0.0% | 0.10% | +4.2% |
| Q4 2017 | $333,000 | +0.3% | 16,684 | +0.9% | 0.10% | -13.5% |
| Q3 2017 | $332,000 | +9.9% | 16,534 | +9.3% | 0.11% | +3.7% |
| Q2 2017 | $302,000 | -1.6% | 15,134 | -3.8% | 0.11% | -9.3% |
| Q1 2017 | $307,000 | +3.0% | 15,734 | 0.0% | 0.12% | -10.6% |
| Q4 2016 | $298,000 | -3.2% | 15,734 | 0.0% | 0.13% | -9.6% |
| Q3 2016 | $308,000 | +3.0% | 15,734 | 0.0% | 0.15% | +1.4% |
| Q2 2016 | $299,000 | +17.7% | 15,734 | +15.5% | 0.14% | +13.4% |
| Q1 2016 | $254,000 | -14.8% | 13,620 | -13.4% | 0.13% | -17.5% |
| Q4 2015 | $298,000 | – | 15,734 | – | 0.15% | – |
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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% |