Geneos Wealth Management Inc. - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FPEI and the CUSIP is 33739P855. A total of 70 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$5,435
-60.0%
322
-60.0%
0.00%
-100.0%
Q2 2023$13,581
-94.4%
806
-94.5%
0.00%
-93.3%
Q1 2023$244,667
+67.9%
14,607
+78.5%
0.02%
+66.7%
Q4 2022$145,721
+283.5%
8,182
+260.3%
0.01%
+200.0%
Q3 2022$38,000
+245.5%
2,271
+258.2%
0.00%
+200.0%
Q2 2022$11,000
+37.5%
634
+46.1%
0.00%
Q1 2022$8,000
-27.3%
434
-25.3%
0.00%
Q4 2021$11,000
-8.3%
5810.0%0.00%
Q3 2021$12,000
-14.3%
581
-15.6%
0.00%
-100.0%
Q2 2021$14,0000.0%6880.0%0.00%
Q1 2021$14,000
+55.6%
688
+49.2%
0.00%
Q4 2020$9,000
+12.5%
4610.0%0.00%
Q3 2020$8,0000.0%4610.0%0.00%
Q2 2020$8,000
+14.3%
4610.0%0.00%
Q1 2020$7,0000.0%461
+30.2%
0.00%
Q4 2019$7,000
+16.7%
3540.0%0.00%
Q3 2019$6,0000.0%3540.0%0.00%
Q2 2019$6,0000.0%3540.0%0.00%
Q1 2019$6,0000.0%3540.0%0.00%
Q4 2018$6,0000.0%3540.0%0.00%
Q3 2018$6,0000.0%3540.0%0.00%
Q2 2018$6,000
-89.7%
354
-88.2%
0.00%
-100.0%
Q1 2018$58,0003,0000.01%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2021
NameSharesValueWeighting ↓
QP WEALTH MANAGEMENT, LLC 160,040$2,701,4754.71%
ADAMSBROWN WEALTH CONSULTANTS LLC 564,322$9,525,7544.69%
Essex LLC 862,914$14,565,9884.09%
Citizens Business Bank 1,011,572$17,075,3464.01%
Cherry Creek Investment Advisors, Inc. 345,586$5,833,4983.96%
SHELTON WEALTH MANAGEMENT, LLC 278,372$4,698,9303.76%
PETERSON WEALTH MANAGEMENT 203,330$3,432,2172.82%
INTEGRAL INVESTMENT ADVISORS, INC. 211,167$3,564,4992.49%
Key FInancial Inc 428,027$7,225,0962.44%
SUTTON PLACE INVESTORS LLC 110,610$1,867,0972.43%
View complete list of FIRST TR EXCH TRADED FD III shareholders