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 | $2,906,364 | +175.2% | 181,988 | +175.2% | 0.04% | +111.8% |
| Q2 2023 | $1,056,273 | -66.2% | 66,141 | -66.2% | 0.02% | -67.9% |
| Q1 2023 | $3,126,545 | +176.3% | 195,898 | +190.9% | 0.05% | +140.9% |
| Q4 2022 | $1,131,396 | -3.7% | 67,345 | -4.4% | 0.02% | -15.4% |
| Q3 2022 | $1,175,000 | +10.6% | 70,445 | +14.2% | 0.03% | +18.2% |
| Q2 2022 | $1,062,000 | -15.6% | 61,667 | -6.8% | 0.02% | +29.4% |
| Q1 2022 | $1,258,000 | +11.7% | 66,153 | +19.4% | 0.02% | -41.4% |
| Q4 2021 | $1,126,000 | +2.8% | 55,400 | +3.9% | 0.03% | +7.4% |
| Q3 2021 | $1,095,000 | +182.2% | 53,308 | +182.8% | 0.03% | +92.9% |
| Q2 2021 | $388,000 | – | 18,850 | – | 0.01% | – |
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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% |