FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 348 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,584 | 0.0% | 3,731 | 0.0% | 0.02% | +6.7% |
| Q2 2023 | $59,584 | +0.1% | 3,731 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $59,547 | -5.0% | 3,731 | 0.0% | 0.02% | -11.8% |
| Q4 2022 | $62,681 | +1.1% | 3,731 | 0.0% | 0.02% | -10.5% |
| Q3 2022 | $62,000 | -3.1% | 3,731 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $64,000 | -9.9% | 3,731 | 0.0% | 0.02% | -5.0% |
| Q1 2022 | $71,000 | -6.6% | 3,731 | 0.0% | 0.02% | -13.0% |
| Q4 2021 | $76,000 | -1.3% | 3,731 | 0.0% | 0.02% | -11.5% |
| Q3 2021 | $77,000 | 0.0% | 3,731 | -0.1% | 0.03% | -3.7% |
| Q2 2021 | $77,000 | +5.5% | 3,736 | +3.4% | 0.03% | 0.0% |
| Q1 2021 | $73,000 | 0.0% | 3,614 | 0.0% | 0.03% | -6.9% |
| Q4 2020 | $73,000 | +7.4% | 3,614 | +2.5% | 0.03% | -12.1% |
| Q3 2020 | $68,000 | +13.3% | 3,525 | +8.2% | 0.03% | +10.0% |
| Q2 2020 | $60,000 | +650.0% | 3,259 | +561.1% | 0.03% | +500.0% |
| Q1 2020 | $8,000 | +33.3% | 493 | +57.0% | 0.01% | +66.7% |
| Q4 2019 | $6,000 | +50.0% | 314 | +46.7% | 0.00% | +50.0% |
| Q3 2019 | $4,000 | – | 214 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Southern Wealth Management, LLP | 1,563,906 | $32,373,000 | 9.34% |
| Trinity Legacy Partners, LLC | 1,181,665 | $24,413,000 | 8.97% |
| Milestone Advisory Partners | 808,893 | $16,663,000 | 8.78% |
| PEAK FINANCIAL ADVISORS LLC | 394,408 | $8,125,000 | 6.99% |
| Summit Financial Wealth Advisors, LLC | 1,330,142 | $27,401,000 | 6.19% |
| ShoreHaven Wealth Partners, LLC | 543,226 | $11,190,000 | 6.01% |
| Flaharty Asset Management, LLC | 1,319,652 | $27,185,000 | 5.81% |
| Elevation Capital Advisory, LLC | 432,497 | $8,907,000 | 5.00% |
| GRIMES & COMPANY, INC. | 5,394,473 | $111,126,000 | 4.82% |
| STRINGER ASSET MANAGEMENT, LLC | 233,833 | $4,817,000 | 4.77% |