FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 388 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,350,689 | -21.3% | 84,577 | -21.3% | 0.07% | -18.1% |
| Q2 2023 | $1,716,725 | -19.2% | 107,497 | -19.3% | 0.08% | -36.2% |
| Q1 2023 | $2,125,361 | +2.6% | 133,168 | +8.0% | 0.13% | -11.6% |
| Q4 2022 | $2,071,566 | +16.7% | 123,308 | +16.0% | 0.15% | +0.7% |
| Q3 2022 | $1,775,000 | – | 106,300 | – | 0.15% | – |
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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% |