Steward Partners Investment Advisory, LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FTLS and the CUSIP is 33739P103. A total of 69 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$695,680
+16.5%
13,089
+15.7%
0.01%
+22.2%
Q2 2023$597,213
+1.3%
11,313
-2.5%
0.01%0.0%
Q1 2023$589,447
+10.7%
11,601
+6.5%
0.01%0.0%
Q4 2022$532,585
+4.4%
10,8980.0%0.01%
-10.0%
Q3 2022$510,000
-4.0%
10,898
-0.2%
0.01%0.0%
Q2 2022$531,000
-0.9%
10,916
+3.2%
0.01%
+25.0%
Q1 2022$536,000
-3.6%
10,573
-0.9%
0.01%0.0%
Q4 2021$556,000
+5.5%
10,666
-2.1%
0.01%
-11.1%
Q3 2021$527,000
-0.8%
10,899
-0.2%
0.01%0.0%
Q2 2021$531,000
-99.9%
10,919
-50.4%
0.01%0.0%
Q1 2021$999,590,000
+189216.3%
21,998
+81.5%
0.01%
-18.2%
Q4 2020$528,000
-0.4%
12,119
-2.6%
0.01%
-15.4%
Q3 2020$530,000
+1.3%
12,440
-2.6%
0.01%
-13.3%
Q2 2020$523,000
+9.4%
12,7660.0%0.02%
-16.7%
Q1 2020$478,00012,7660.02%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2020
NameSharesValueWeighting ↓
WealthPLAN Partners, LLC 600,781$24,404,0003.67%
NORTHWEST WEALTH MANAGEMENT, LLC 18,693$752,0000.61%
COLONY GROUP LLC 379,552$15,273,0000.48%
Financial Advocates Investment Management 78,471$3,158,0000.37%
Barber Financial Group, Inc. 20,724$834,0000.20%
Private Advisor Group, LLC 248,221$9,988,0000.18%
CX Institutional 16,553$666,0000.11%
ATLAS CAPITAL ADVISORS LLC 5,987$240,937,0000.08%
Institute for Wealth Management, LLC. 7,789$313,0000.07%
SRS Capital Advisors, Inc. 4,983$201,0000.07%
View complete list of FIRST TR EXCH TRADED FD III shareholders