IBEX WEALTH ADVISORS - FIRST TR EXCH TRADED FD III ownership

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FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 325 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q4 2022$222
-99.9%
13,185
+0.3%
0.05%
-12.3%
Q3 2022$220,000
-2.7%
13,145
+0.2%
0.06%
+9.6%
Q2 2022$226,000
-17.8%
13,125
-9.1%
0.05%
-1.9%
Q1 2022$275,000
-8.3%
14,437
-2.1%
0.05%0.0%
Q4 2021$300,000
-0.7%
14,752
+0.2%
0.05%
-8.6%
Q3 2021$302,000
-10.7%
14,716
-10.3%
0.06%
-14.7%
Q2 2021$338,000
-9.1%
16,412
-11.0%
0.07%
-26.1%
Q1 2021$372,000
+0.3%
18,441
+0.3%
0.09%
-5.2%
Q4 2020$371,000
+5.7%
18,379
+0.5%
0.10%
-4.9%
Q3 2020$351,000
+4.8%
18,289
+0.5%
0.10%
-5.6%
Q2 2020$335,000
+13.6%
18,194
+0.8%
0.11%
-6.1%
Q1 2020$295,000
-19.0%
18,045
-0.5%
0.12%
+2.7%
Q4 2019$364,000
-10.1%
18,140
-11.7%
0.11%
-16.4%
Q3 2019$405,000
+1.5%
20,544
-0.4%
0.13%
+16.5%
Q2 2019$399,000
-4.3%
20,622
-5.7%
0.12%
-21.2%
Q1 2019$417,000
+4.0%
21,876
-2.0%
0.15%
-20.2%
Q4 2018$401,000–22,330–0.18%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q1 2021
NameSharesValueWeighting ↓
Southern Wealth Management, LLP 1,563,906$32,373,0009.34%
Trinity Legacy Partners, LLC 1,181,665$24,413,0008.97%
Milestone Advisory Partners 808,893$16,663,0008.78%
PEAK FINANCIAL ADVISORS LLC 394,408$8,125,0006.99%
Summit Financial Wealth Advisors, LLC 1,330,142$27,401,0006.19%
ShoreHaven Wealth Partners, LLC 543,226$11,190,0006.01%
Flaharty Asset Management, LLC 1,319,652$27,185,0005.81%
Elevation Capital Advisory, LLC 432,497$8,907,0005.00%
GRIMES & COMPANY, INC. 5,394,473$111,126,0004.82%
STRINGER ASSET MANAGEMENT, LLC 233,833$4,817,0004.77%
View complete list of FIRST TR EXCH TRADED FD III shareholders