FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 379 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,533,307 | +10.3% | 471,716 | +10.3% | 3.42% | +10.4% |
| Q2 2023 | $6,832,561 | +24.8% | 427,837 | +24.7% | 3.10% | +10.6% |
| Q1 2023 | $5,476,522 | -0.4% | 343,140 | +4.8% | 2.80% | -5.0% |
| Q4 2022 | $5,498,869 | +2.4% | 327,314 | +1.8% | 2.94% | +0.8% |
| Q3 2022 | $5,368,000 | +0.3% | 321,434 | +3.4% | 2.92% | +3.3% |
| Q2 2022 | $5,354,000 | -6.5% | 310,745 | +3.3% | 2.83% | +14.2% |
| Q1 2022 | $5,724,000 | +31.6% | 300,929 | +40.6% | 2.48% | +31.6% |
| Q4 2021 | $4,350,000 | +7.8% | 214,080 | +9.0% | 1.88% | -0.3% |
| Q3 2021 | $4,034,000 | – | 196,415 | – | 1.89% | – |
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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% |