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 | $182,284 | -0.3% | 11,450 | 0.0% | 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% | 21,980 | 0.0% | 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% | 17,300 | 0.0% | 0.08% | -6.2% |
| Q4 2021 | $352,000 | +2.3% | 17,300 | +3.3% | 0.08% | -7.0% |
| Q3 2021 | $344,000 | -0.3% | 16,750 | 0.0% | 0.09% | -5.5% |
| Q2 2021 | $345,000 | – | 16,750 | – | 0.09% | – |
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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% |