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 | $270,097 | -2.8% | 16,913 | -2.8% | 0.03% | 0.0% |
Q2 2023 | $277,797 | -24.9% | 17,395 | -25.0% | 0.03% | -29.5% |
Q1 2023 | $369,924 | -5.6% | 23,178 | -0.7% | 0.04% | -10.2% |
Q4 2022 | $392,057 | -11.7% | 23,337 | -12.2% | 0.05% | -19.7% |
Q3 2022 | $444,000 | -10.1% | 26,594 | -7.2% | 0.06% | -7.6% |
Q2 2022 | $494,000 | -10.0% | 28,671 | -0.7% | 0.07% | 0.0% |
Q1 2022 | $549,000 | -3.5% | 28,877 | +3.2% | 0.07% | -2.9% |
Q4 2021 | $569,000 | +20.6% | 27,980 | +21.7% | 0.07% | +13.3% |
Q3 2021 | $472,000 | +168.2% | 22,994 | +169.4% | 0.06% | +160.9% |
Q2 2021 | $176,000 | +5.4% | 8,535 | +3.1% | 0.02% | -8.0% |
Q1 2021 | $167,000 | +1.2% | 8,279 | +1.5% | 0.02% | -3.8% |
Q4 2020 | $165,000 | -21.8% | 8,157 | -25.8% | 0.03% | -29.7% |
Q3 2020 | $211,000 | +5.5% | 10,997 | +1.3% | 0.04% | 0.0% |
Q2 2020 | $200,000 | -8.3% | 10,861 | -18.3% | 0.04% | -21.3% |
Q1 2020 | $218,000 | -29.9% | 13,297 | -14.2% | 0.05% | -17.5% |
Q4 2019 | $311,000 | +3.0% | 15,498 | +1.3% | 0.06% | -5.0% |
Q3 2019 | $302,000 | -0.7% | 15,303 | -2.4% | 0.06% | -3.2% |
Q2 2019 | $304,000 | +25.6% | 15,674 | +23.4% | 0.06% | 0.0% |
Q1 2019 | $242,000 | +7.6% | 12,704 | +1.4% | 0.06% | 0.0% |
Q4 2018 | $225,000 | -34.2% | 12,531 | -30.1% | 0.06% | -31.9% |
Q3 2018 | $342,000 | -1.2% | 17,931 | -1.4% | 0.09% | -9.0% |
Q2 2018 | $346,000 | +14.2% | 18,177 | +17.1% | 0.10% | +9.9% |
Q1 2018 | $303,000 | +7.4% | 15,523 | +10.5% | 0.09% | 0.0% |
Q4 2017 | $282,000 | +1.4% | 14,051 | +1.4% | 0.09% | -3.2% |
Q3 2017 | $278,000 | – | 13,863 | – | 0.09% | – |
Download |
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% |