Castle Rock Wealth Management, LLC - 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 357 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2022$171,000
-3.9%
10,3000.0%0.09%
-5.5%
Q2 2022$178,000
-7.8%
10,3000.0%0.09%
+2.2%
Q1 2022$193,000
-6.8%
10,3000.0%0.09%
+6.0%
Q4 2021$207,000
-2.4%
10,3000.0%0.08%
+15.1%
Q3 2021$212,000
-77.8%
10,300
-77.9%
0.07%
-91.5%
Q4 2019$953,000
+6.8%
46,578
+4.1%
0.86%
-7.2%
Q3 2019$892,000
-3.6%
44,756
-6.1%
0.93%
-9.7%
Q2 2019$925,000
+92400.0%
47,659
+37.0%
1.03%
+2286.0%
Q1 2019$1,000
-99.8%
34,786
+4.4%
0.04%
-95.7%
Q3 2018$626,000
-4.4%
33,322
-3.1%
1.00%
+11.3%
Q2 2018$655,000
+122.8%
34,376
+127.6%
0.89%
+84.0%
Q1 2018$294,00015,1020.49%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2021
NameSharesValueWeighting ↓
Southern Wealth Management, LLP 1,563,906$32,373,0009.34%
Trinity Legacy Partners, LLC 1,181,665$24,413,0008.97%
Milestone Advisory Partners 808,893$16,663,0008.78%
PEAK FINANCIAL ADVISORS LLC 394,408$8,125,0006.99%
Summit Financial Wealth Advisors, LLC 1,330,142$27,401,0006.19%
ShoreHaven Wealth Partners, LLC 543,226$11,190,0006.01%
Flaharty Asset Management, LLC 1,319,652$27,185,0005.81%
Elevation Capital Advisory, LLC 432,497$8,907,0005.00%
GRIMES & COMPANY, INC. 5,394,473$111,126,0004.82%
STRINGER ASSET MANAGEMENT, LLC 233,833$4,817,0004.77%
View complete list of FIRST TR EXCH TRADED FD III shareholders