Security National Bank - 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 379 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Security National Bank ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$182,284
-0.3%
11,4500.0%0.05%
+8.5%
Q2 2023$182,857
-0.7%
11,450
-0.7%
0.05%
-4.1%
Q1 2023$184,099
-50.1%
11,535
-47.5%
0.05%
-51.0%
Q4 2022$369,264
+0.6%
21,9800.0%0.10%
-2.0%
Q3 2022$367,000
+19.9%
21,980
+23.6%
0.10%
+20.0%
Q2 2022$306,000
-7.0%
17,780
+2.8%
0.08%
+13.3%
Q1 2022$329,000
-6.5%
17,3000.0%0.08%
-6.2%
Q4 2021$352,000
+2.3%
17,300
+3.3%
0.08%
-7.0%
Q3 2021$344,000
-0.3%
16,7500.0%0.09%
-5.5%
Q2 2021$345,00016,7500.09%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2023
NameSharesValueWeighting ↓
Trinity Legacy Partners, LLC 988,141$15,780,6155.45%
PFS Partners, LLC 341,776$5,458,1624.81%
Quad-Cities Investment Group, LLC 396,580$6,333,3804.25%
Mid-American Wealth Advisory Group, Inc. 281,386$4,423,3843.57%
Dunhill Financial, LLC 347,089$5,463,1773.44%
Triumph Capital Management 471,716$7,533,3073.42%
Kinloch Capital, LLC 328,203$5,241,4023.28%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 289,319$4,620,4103.24%
Choice Wealth Advisors, LLC 280,430$4,478,4753.16%
FLAGSTAR ADVISORS INC 503,572$8,042,0523.06%
View complete list of FIRST TR EXCH TRADED FD III shareholders