FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 299 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $211,000 | -6.2% | 12,785 | -2.3% | 0.16% | -2.5% |
| Q2 2022 | $225,000 | -87.7% | 13,081 | -86.4% | 0.16% | -86.3% |
| Q1 2022 | $1,836,000 | -33.9% | 96,319 | -30.1% | 1.18% | -32.4% |
| Q4 2021 | $2,779,000 | +4.6% | 137,733 | +6.6% | 1.75% | -5.5% |
| Q3 2021 | $2,656,000 | +9.9% | 129,252 | +10.3% | 1.85% | +12.0% |
| Q2 2021 | $2,417,000 | +18.1% | 117,157 | +15.3% | 1.65% | +9.8% |
| Q1 2021 | $2,047,000 | +28.0% | 101,596 | +28.6% | 1.50% | +13.3% |
| Q4 2020 | $1,599,000 | +8.7% | 79,025 | +3.0% | 1.33% | -8.7% |
| Q3 2020 | $1,471,000 | +2.9% | 76,725 | -1.2% | 1.45% | -0.4% |
| Q2 2020 | $1,430,000 | +16.6% | 77,634 | +1.5% | 1.46% | -1.4% |
| Q1 2020 | $1,226,000 | -3.5% | 76,484 | +20.8% | 1.48% | +26.6% |
| Q4 2019 | $1,270,000 | +173.1% | 63,337 | +168.9% | 1.17% | +181.4% |
| Q3 2019 | $465,000 | – | 23,550 | – | 0.42% | – |
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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% |