WealthShield Partners, LLC - FIRST TR EXCH TRADED FD III ownership

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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%.

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Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$285,994
-12.8%
17,908
-12.8%
0.04%
-12.2%
Q2 2023$327,931
+43.7%
20,534
+43.6%
0.05%
+32.4%
Q1 2023$228,215
-0.1%
14,299
+5.1%
0.04%
-15.9%
Q4 2022$228,527
-5.2%
13,603
-5.6%
0.04%
-8.3%
Q3 2022$241,000
+1.7%
14,409
+4.9%
0.05%
+2.1%
Q2 2022$237,000
+4.4%
13,732
+15.2%
0.05%
+30.6%
Q1 2022$227,000
-24.8%
11,917
-19.9%
0.04%
-28.0%
Q4 2021$302,000
-6.5%
14,871
-5.3%
0.05%
-2.0%
Q2 2021$323,000
+24.2%
15,695
+21.7%
0.05%
+6.2%
Q4 2020$260,000
+5.3%
12,898
+0.1%
0.05%
-44.8%
Q3 2020$247,000
+18.8%
12,885
+14.4%
0.09%
-9.4%
Q2 2020$208,000
+12.4%
11,268
+0.1%
0.10%
-15.0%
Q1 2020$185,000
+76.2%
11,252
+91.7%
0.11%
+56.9%
Q4 2018$105,000
+31.2%
5,871
+40.6%
0.07%
+56.5%
Q3 2018$80,000
+40.4%
4,175
+40.6%
0.05%
+31.4%
Q2 2018$57,000
-8.1%
2,970
-6.3%
0.04%
-10.3%
Q1 2018$62,000–3,170–0.04%–
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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