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 | $2,115,530 | -5.3% | 132,469 | -5.3% | 0.05% | -6.1% |
| Q2 2023 | $2,233,271 | +2.3% | 139,842 | +2.2% | 0.05% | -3.9% |
| Q1 2023 | $2,183,718 | -12.0% | 136,824 | -7.3% | 0.05% | -29.2% |
| Q4 2022 | $2,480,949 | -8.6% | 147,676 | -9.1% | 0.07% | -28.7% |
| Q3 2022 | $2,714,000 | -6.9% | 162,496 | -4.0% | 0.10% | -19.2% |
| Q2 2022 | $2,915,000 | -13.1% | 169,201 | -4.1% | 0.12% | -1.6% |
| Q1 2022 | $3,354,000 | -15.5% | 176,372 | -9.7% | 0.13% | -9.9% |
| Q4 2021 | $3,970,000 | -19.7% | 195,395 | -18.8% | 0.14% | -28.1% |
| Q3 2021 | $4,943,000 | +62.4% | 240,641 | +62.8% | 0.20% | +56.8% |
| Q2 2021 | $3,044,000 | +18.3% | 147,782 | +15.7% | 0.12% | +4.2% |
| Q1 2021 | $2,574,000 | -2.1% | 127,697 | -2.0% | 0.12% | -12.4% |
| Q4 2020 | $2,628,000 | +338.0% | 130,316 | +316.5% | 0.14% | +234.1% |
| Q3 2020 | $600,000 | +13.4% | 31,288 | +8.9% | 0.04% | +7.9% |
| Q2 2020 | $529,000 | +1789.3% | 28,738 | +1890.2% | 0.04% | +1800.0% |
| Q2 2019 | $28,000 | +12.0% | 1,444 | +9.9% | 0.00% | -50.0% |
| Q1 2019 | $25,000 | – | 1,314 | – | 0.00% | – |
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% |