Corient Capital Partners, LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 233 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Corient Capital Partners, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2022$376,0000.0%21,8150.0%0.03%0.0%
Q2 2022$376,000
-9.4%
21,8150.0%0.03%
+3.7%
Q1 2022$415,000
-6.3%
21,8150.0%0.03%
-6.9%
Q4 2021$443,000
-4.7%
21,815
-3.6%
0.03%
-14.7%
Q3 2021$465,000
-0.2%
22,6200.0%0.03%0.0%
Q2 2021$466,000
+2.2%
22,6200.0%0.03%
-12.8%
Q1 2021$456,000
-0.2%
22,6200.0%0.04%
-15.2%
Q4 2020$457,000
-78.2%
22,620
-79.3%
0.05%
-80.9%
Q3 2020$2,100,000
+22.8%
109,539
+18.0%
0.24%
+15.9%
Q2 2020$1,710,000
+82.3%
92,818
+62.3%
0.21%
+40.5%
Q1 2020$938,000
+3.9%
57,198
+27.1%
0.15%
+28.7%
Q4 2019$903,000
+86.2%
45,001
+83.1%
0.12%
+66.7%
Q3 2019$485,000
-85.1%
24,576
-86.5%
0.07%
-88.1%
Q4 2018$3,258,000181,5100.58%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2018
NameSharesValueWeighting ↓
Comprehensive Wealth Management, LLC 510,694$10,290,48412.52%
Trinity Legacy Partners, LLC 1,311,576$26,704,00010.64%
Southern Wealth Management, LLP 1,300,459$26,204,0008.63%
Milestone Advisory Partners 797,644$16,073,0008.60%
Summit Financial Wealth Advisors, LLC 1,311,674$26,483,0006.74%
PEAK FINANCIAL ADVISORS LLC 393,507$7,929,0006.68%
Flaharty Asset Management, LLC 1,236,599$24,917,0005.75%
Magnus Financial Group LLC 965,770$19,460,0004.70%
Quad-Cities Investment Group, LLC 307,426$6,195,0004.70%
GRIMES & COMPANY, INC. 4,750,730$95,727,0004.60%
View complete list of FIRST TR EXCH TRADED FD III shareholders