FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 9 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,736,482 | 0.0% | 108,734 | 0.0% | 1.00% | -10.2% |
| Q2 2023 | $1,736,482 | +21.2% | 108,734 | +21.2% | 1.11% | +0.6% |
| Q1 2023 | $1,432,155 | -9.5% | 89,734 | -4.7% | 1.11% | -27.6% |
| Q4 2022 | $1,581,754 | +3.3% | 94,152 | +2.7% | 1.53% | -7.2% |
| Q3 2022 | $1,531,000 | +82.0% | 91,705 | +87.8% | 1.65% | +98.7% |
| Q2 2022 | $841,000 | -9.5% | 48,829 | 0.0% | 0.83% | +10.7% |
| Q1 2022 | $929,000 | -6.4% | 48,829 | 0.0% | 0.75% | +15.2% |
| Q4 2021 | $992,000 | – | 48,829 | – | 0.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 796,182 | $16,075,000 | 9.17% |
| Summit Financial Wealth Advisors, LLC | 1,324,125 | $25,383,000 | 6.92% |
| PEAK FINANCIAL ADVISORS LLC | 362,829 | $7,326,000 | 6.31% |
| Flaharty Asset Management, LLC | 1,185,685 | $23,939,000 | 5.98% |
| Southern Wealth Management, LLP | 778,621 | $15,720,000 | 5.96% |
| Quad-Cities Investment Group, LLC | 297,544 | $6,007,000 | 4.94% |
| ShoreHaven Wealth Partners, LLC | 429,638 | $8,674,000 | 4.85% |
| GRIMES & COMPANY, INC. | 4,338,472 | $87,594,000 | 4.55% |
| Clearwater Capital Advisors, LLC | 1,389,330 | $28,051,000 | 3.72% |
| Archer Investment Corp | 378,388 | $7,639,663,000 | 3.63% |