FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 400 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $168,204 | -24.2% | 10,539 | -20.6% | 0.07% | -37.3% |
| Q3 2022 | $222,000 | -14.0% | 13,273 | -11.5% | 0.12% | -22.4% |
| Q2 2022 | $258,000 | -42.8% | 14,991 | -36.7% | 0.15% | -36.9% |
| Q1 2022 | $451,000 | +93.6% | 23,700 | +106.4% | 0.24% | +107.8% |
| Q4 2021 | $233,000 | +23.3% | 11,480 | +16.0% | 0.12% | -11.5% |
| Q3 2018 | $189,000 | 0.0% | 9,900 | 0.0% | 0.13% | -9.7% |
| Q2 2018 | $189,000 | -56.5% | 9,900 | -55.6% | 0.14% | -60.4% |
| Q1 2018 | $434,000 | -2.7% | 22,300 | 0.0% | 0.37% | +11.9% |
| Q4 2017 | $446,000 | – | 22,300 | – | 0.33% | – |
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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% |