FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 387 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2023. The put-call ratio across all filers is 3.29 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $991,443 | -14.8% | 62,082 | -14.8% | 0.41% | -12.0% |
| Q2 2023 | $1,164,286 | -5.1% | 72,905 | -5.1% | 0.46% | -4.9% |
| Q1 2023 | $1,226,382 | +1.8% | 76,841 | +7.2% | 0.49% | -2.8% |
| Q4 2022 | $1,204,414 | -9.4% | 71,691 | -7.1% | 0.50% | -11.3% |
| Q3 2022 | $1,330,000 | 0.0% | 77,169 | 0.0% | 0.57% | 0.0% |
| Q2 2022 | $1,330,000 | +7.9% | 77,169 | +19.0% | 0.57% | +23.0% |
| Q1 2022 | $1,233,000 | +1.0% | 64,843 | +7.9% | 0.46% | +1.1% |
| Q4 2021 | $1,221,000 | -4.6% | 60,082 | -3.6% | 0.46% | -4.6% |
| Q3 2021 | $1,280,000 | -13.0% | 62,327 | -12.7% | 0.48% | -10.7% |
| Q2 2021 | $1,471,000 | +15.9% | 71,393 | +13.4% | 0.54% | +3.5% |
| Q1 2021 | $1,269,000 | -3.1% | 62,963 | -3.0% | 0.52% | -9.8% |
| Q4 2020 | $1,310,000 | +8.0% | 64,889 | +2.5% | 0.57% | -7.9% |
| Q3 2020 | $1,213,000 | +1.1% | 63,276 | -2.9% | 0.62% | -8.5% |
| Q2 2020 | $1,200,000 | +4.3% | 65,139 | -7.1% | 0.68% | -14.9% |
| Q1 2020 | $1,150,000 | -30.2% | 70,111 | -14.6% | 0.80% | -25.0% |
| Q4 2019 | $1,647,000 | +77.7% | 82,064 | +74.7% | 1.07% | +59.8% |
| Q3 2019 | $927,000 | +41.7% | 46,967 | +37.9% | 0.67% | +60.3% |
| Q1 2019 | $654,000 | +7166.7% | 34,055 | +6577.5% | 0.42% | +5842.9% |
| Q4 2018 | $9,000 | – | 510 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 796,182 | $16,075,000 | 9.17% |
| Summit Financial Wealth Advisors, LLC | 1,324,125 | $25,383,000 | 6.92% |
| PEAK FINANCIAL ADVISORS LLC | 362,829 | $7,326,000 | 6.31% |
| Flaharty Asset Management, LLC | 1,185,685 | $23,939,000 | 5.98% |
| Southern Wealth Management, LLP | 778,621 | $15,720,000 | 5.96% |
| Quad-Cities Investment Group, LLC | 297,544 | $6,007,000 | 4.94% |
| ShoreHaven Wealth Partners, LLC | 429,638 | $8,674,000 | 4.85% |
| GRIMES & COMPANY, INC. | 4,338,472 | $87,594,000 | 4.55% |
| Clearwater Capital Advisors, LLC | 1,389,330 | $28,051,000 | 3.72% |
| Archer Investment Corp | 378,388 | $7,639,663,000 | 3.63% |