FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 232 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $357,402 | +10.8% | 22,379 | +10.8% | 0.04% | +13.9% |
| Q2 2023 | $322,537 | -10.4% | 20,196 | -10.4% | 0.04% | -21.7% |
| Q1 2023 | $359,846 | +72.2% | 22,546 | +85.7% | 0.05% | +58.6% |
| Q2 2022 | $209,000 | -49.4% | 12,144 | -44.1% | 0.03% | -44.2% |
| Q1 2022 | $413,000 | +22.6% | 21,736 | +31.2% | 0.05% | +26.8% |
| Q4 2021 | $337,000 | +71.9% | 16,562 | +61.9% | 0.04% | -22.6% |
| Q3 2020 | $196,000 | -59.0% | 10,229 | -60.5% | 0.05% | -62.9% |
| Q2 2020 | $478,000 | +29.9% | 25,928 | +14.7% | 0.14% | +7.5% |
| Q1 2020 | $368,000 | -29.2% | 22,610 | -12.5% | 0.13% | -9.5% |
| Q4 2019 | $520,000 | +3.0% | 25,832 | +1.3% | 0.15% | -5.8% |
| Q3 2019 | $505,000 | +31.5% | 25,503 | +28.9% | 0.16% | +41.8% |
| Q2 2019 | $384,000 | +21.1% | 19,792 | +17.8% | 0.11% | +17.0% |
| Q1 2019 | $317,000 | +66.8% | 16,807 | +58.4% | 0.09% | +54.1% |
| Q4 2018 | $190,000 | -10.4% | 10,608 | -4.3% | 0.06% | 0.0% |
| Q3 2018 | $212,000 | -33.3% | 11,088 | -33.5% | 0.06% | -39.6% |
| Q2 2018 | $318,000 | -52.2% | 16,684 | -51.3% | 0.10% | -55.3% |
| Q1 2018 | $665,000 | +95.6% | 34,271 | +103.6% | 0.23% | +113.2% |
| Q4 2017 | $340,000 | – | 16,832 | – | 0.11% | – |
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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% |