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 | $962,359 | -35.5% | 74,792 | -15.8% | 0.49% | -39.3% |
| Q4 2022 | $1,492,478 | -48.2% | 88,838 | -48.5% | 0.81% | -19.2% |
| Q3 2022 | $2,880,000 | +228.8% | 172,370 | +299.7% | 1.01% | +134.2% |
| Q4 2021 | $876,000 | -48.4% | 43,126 | -47.8% | 0.43% | -53.5% |
| Q3 2021 | $1,699,000 | -54.5% | 82,693 | -54.3% | 0.92% | -17.9% |
| Q2 2021 | $3,730,000 | -15.2% | 181,074 | -17.0% | 1.12% | -21.5% |
| Q1 2021 | $4,397,000 | +208.8% | 218,218 | +209.1% | 1.43% | +53.6% |
| Q4 2020 | $1,424,000 | -26.6% | 70,603 | -30.3% | 0.93% | +16.3% |
| Q3 2020 | $1,941,000 | – | 101,240 | – | 0.80% | – |
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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% |