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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $400,000 | +108.3% | 21,047 | +79.3% | 0.03% | -10.0% |
| Q1 2020 | $192,000 | -43.9% | 11,736 | -31.2% | 0.03% | -33.3% |
| Q4 2019 | $342,000 | -5.3% | 17,048 | -6.7% | 0.04% | -16.7% |
| Q3 2019 | $361,000 | +30.8% | 18,281 | +28.5% | 0.05% | +22.7% |
| Q2 2019 | $276,000 | -53.6% | 14,224 | -54.4% | 0.04% | -67.2% |
| Q1 2019 | $595,000 | -66.3% | 31,224 | -68.3% | 0.13% | -73.6% |
| Q4 2018 | $1,766,000 | -24.2% | 98,385 | -19.3% | 0.51% | -16.6% |
| Q3 2018 | $2,329,000 | +35.8% | 121,928 | +35.5% | 0.61% | +27.1% |
| Q2 2018 | $1,715,000 | +33.7% | 89,997 | +36.5% | 0.48% | +122.8% |
| Q1 2018 | $1,283,000 | – | 65,918 | – | 0.22% | – |
Download | ||||||
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% |