PRW Wealth Management LLC - FIRST TR EXCH TRADED FD III ownership

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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 Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
PRW Wealth Management LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$385,826
-21.6%
24,892
-18.5%
0.15%
-13.0%
Q2 2023$492,322
-15.8%
30,560
-16.4%
0.17%
-26.2%
Q1 2023$584,594
-4.8%
36,5600.0%0.23%
-13.3%
Q4 2022$614,208
+98.1%
36,560
+97.0%
0.26%
+78.4%
Q3 2022$310,000
-32.5%
18,560
-23.1%
0.15%
-27.5%
Q1 2022$459,000
-65.3%
24,120
-62.4%
0.20%
-47.4%
Q2 2021$1,321,000
+157.0%
64,134
+151.5%
0.39%
+54.0%
Q1 2021$514,000
+69.6%
25,500
+70.0%
0.25%
+48.2%
Q4 2020$303,000
+57.8%
15,000
+50.0%
0.17%
+24.1%
Q3 2020$192,000
+4.3%
10,0000.0%0.14%
-6.2%
Q2 2020$184,000
-67.3%
10,000
-64.3%
0.15%
-77.1%
Q4 2019$562,000
-4.9%
28,000
-6.7%
0.64%
-11.1%
Q3 2019$591,000
+35.6%
30,000
+33.3%
0.72%
+48.7%
Q2 2019$436,000
+34.6%
22,500
+32.4%
0.48%
+60.5%
Q1 2019$324,000–17,000–0.30%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q1 2020
NameSharesValueWeighting ↓
Comprehensive Wealth Management, LLC 510,694$10,290,48412.52%
Trinity Legacy Partners, LLC 1,311,576$26,704,00010.64%
Southern Wealth Management, LLP 1,300,459$26,204,0008.63%
Milestone Advisory Partners 797,644$16,073,0008.60%
Summit Financial Wealth Advisors, LLC 1,311,674$26,483,0006.74%
PEAK FINANCIAL ADVISORS LLC 393,507$7,929,0006.68%
Flaharty Asset Management, LLC 1,236,599$24,917,0005.75%
Quad-Cities Investment Group, LLC 307,426$6,195,0004.70%
Magnus Financial Group LLC 965,770$19,460,0004.70%
GRIMES & COMPANY, INC. 4,750,730$95,727,0004.60%
View complete list of FIRST TR EXCH TRADED FD III shareholders