FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 420 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $647,152 | -82.1% | 40,523 | -82.1% | 0.15% | -80.8% |
| Q2 2023 | $3,622,378 | -28.6% | 226,824 | -28.6% | 0.77% | -28.3% |
| Q1 2023 | $5,070,504 | +4.3% | 317,701 | +9.8% | 1.07% | +6.8% |
| Q4 2022 | $4,863,122 | +75.0% | 289,472 | +74.0% | 1.00% | +57.1% |
| Q3 2022 | $2,779,000 | +66.3% | 166,407 | +71.5% | 0.64% | +52.8% |
| Q2 2022 | $1,671,000 | -11.9% | 97,004 | -2.7% | 0.42% | +2.7% |
| Q1 2022 | $1,896,000 | +5.5% | 99,688 | +12.7% | 0.41% | +18.7% |
| Q4 2021 | $1,798,000 | +53.3% | 88,468 | +54.9% | 0.34% | +20.8% |
| Q3 2021 | $1,173,000 | – | 57,115 | – | 0.28% | – |
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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% |