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

FIRST TR EXCH TRADED FD III's ticker is FPEI and the CUSIP is 33739P855. A total of 55 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$710,986
+4.2%
42,120
+4.1%
0.01%
+10.0%
Q2 2023$682,088
+6.2%
40,480
+5.6%
0.01%0.0%
Q1 2023$642,006
+13183.8%
38,329
+14043.5%
0.01%
Q4 2022$4,833
-88.2%
271
-87.1%
0.00%
-100.0%
Q1 2022$41,000
+192.9%
2,100
+208.8%
0.00%
Q4 2020$14,000
+180.0%
680
+166.7%
0.00%
Q3 2018$5,0000.0%2550.0%0.00%
Q2 2018$5,0002550.00%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2020
NameSharesValueWeighting ↓
QP WEALTH MANAGEMENT, LLC 160,040$2,701,4754.71%
ADAMSBROWN WEALTH CONSULTANTS LLC 564,322$9,525,7544.69%
Essex LLC 862,914$14,565,9884.09%
Citizens Business Bank 1,011,572$17,075,3464.01%
Cherry Creek Investment Advisors, Inc. 345,586$5,833,4983.96%
SHELTON WEALTH MANAGEMENT, LLC 278,372$4,698,9303.76%
PETERSON WEALTH MANAGEMENT 203,330$3,432,2172.82%
INTEGRAL INVESTMENT ADVISORS, INC. 211,167$3,564,4992.49%
Key FInancial Inc 428,027$7,225,0962.44%
SUTTON PLACE INVESTORS LLC 110,610$1,867,0972.43%
View complete list of FIRST TR EXCH TRADED FD III shareholders