FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 398 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $373,602 | -12.7% | 23,394 | -12.7% | 0.03% | -3.4% |
| Q2 2023 | $427,788 | -62.8% | 26,787 | -62.8% | 0.03% | -65.9% |
| Q1 2023 | $1,149,343 | -17.4% | 72,014 | -13.1% | 0.08% | -24.8% |
| Q4 2022 | $1,391,830 | -15.2% | 82,847 | -15.7% | 0.11% | -28.9% |
| Q3 2022 | $1,641,000 | -13.7% | 98,244 | -11.0% | 0.16% | -10.7% |
| Q2 2022 | $1,902,000 | -21.8% | 110,404 | -13.6% | 0.18% | -4.3% |
| Q1 2022 | $2,431,000 | +0.5% | 127,820 | +7.3% | 0.19% | +3.9% |
| Q4 2021 | $2,420,000 | +37.2% | 119,089 | +38.7% | 0.18% | +27.9% |
| Q3 2021 | $1,764,000 | +251.4% | 85,873 | +244.6% | 0.14% | +204.3% |
| Q1 2021 | $502,000 | – | 24,922 | – | 0.05% | – |
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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% |