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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,497 | -2.9% | 420 | +2525.0% | 0.00% | -100.0% |
| Q1 2023 | $6,690 | -99.9% | 16 | -76.5% | 0.21% | -13.1% |
| Q3 2022 | $7,000,000 | -12.2% | 68 | -10.5% | 0.24% | +5.8% |
| Q1 2022 | $7,974,000 | – | 76 | +985.7% | 0.22% | – |
| Q1 2020 | $0 | – | 7 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 7 | -100.0% | 0.00% | -100.0% |
| Q3 2019 | $350,000 | -16.3% | 17,735 | -17.7% | 0.30% | -12.2% |
| Q2 2019 | $418,000 | -13.8% | 21,540 | -15.4% | 0.34% | -12.5% |
| Q1 2019 | $485,000 | +259.3% | 25,470 | +254.0% | 0.39% | +178.0% |
| Q3 2018 | $135,000 | +7.1% | 7,195 | +9.6% | 0.14% | +19.5% |
| Q2 2018 | $126,000 | +12.5% | 6,566 | +14.1% | 0.12% | +2.6% |
| Q1 2018 | $112,000 | – | 5,757 | – | 0.12% | – |
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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% |