FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 413 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $191,899 | -10.8% | 12,024 | +0.2% | 0.04% | -8.5% |
| Q4 2022 | $215,242 | -56.4% | 11,998 | -59.5% | 0.05% | -63.8% |
| Q3 2022 | $494,000 | +145.8% | 29,610 | +153.6% | 0.13% | +160.0% |
| Q2 2022 | $201,000 | -89.7% | 11,675 | -88.6% | 0.05% | -88.1% |
| Q1 2022 | $1,945,000 | -19.8% | 102,281 | -16.2% | 0.42% | -20.6% |
| Q4 2021 | $2,424,000 | +95.0% | 122,070 | +101.7% | 0.53% | +80.9% |
| Q3 2021 | $1,243,000 | -7.8% | 60,511 | -7.5% | 0.29% | -15.6% |
| Q2 2021 | $1,348,000 | -48.0% | 65,444 | -49.2% | 0.35% | -52.9% |
| Q1 2021 | $2,594,000 | +27.0% | 128,746 | +27.5% | 0.74% | +20.5% |
| Q4 2020 | $2,043,000 | +609.4% | 101,005 | +573.0% | 0.61% | +517.2% |
| Q3 2020 | $288,000 | -57.6% | 15,008 | -57.8% | 0.10% | -77.7% |
| Q3 2018 | $679,000 | -9.9% | 35,531 | -10.2% | 0.44% | -19.9% |
| Q2 2018 | $754,000 | -2.0% | 39,547 | +0.0% | 0.55% | -8.3% |
| Q1 2018 | $769,000 | -2.8% | 39,535 | +0.0% | 0.60% | -3.2% |
| Q4 2017 | $791,000 | – | 39,527 | – | 0.62% | – |
Download | ||||||
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% |