FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 357 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $43,092 | +95660.0% | 2,700 | 0.0% | 0.01% | -20.0% |
| Q4 2022 | $45 | -99.9% | 2,700 | -39.3% | 0.02% | -42.3% |
| Q3 2022 | $74,000 | -3.9% | 4,450 | 0.0% | 0.03% | +4.0% |
| Q2 2022 | $77,000 | -9.4% | 4,450 | 0.0% | 0.02% | +4.2% |
| Q1 2022 | $85,000 | +30.8% | 4,450 | +39.1% | 0.02% | +33.3% |
| Q4 2021 | $65,000 | -1.5% | 3,200 | 0.0% | 0.02% | -10.0% |
| Q3 2021 | $66,000 | -12.0% | 3,200 | -12.3% | 0.02% | -13.0% |
| Q2 2021 | $75,000 | +1.4% | 3,650 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $74,000 | 0.0% | 3,650 | 0.0% | 0.02% | -7.7% |
| Q4 2020 | $74,000 | +5.7% | 3,650 | 0.0% | 0.03% | -7.1% |
| Q3 2020 | $70,000 | +4.5% | 3,650 | 0.0% | 0.03% | +33.3% |
| Q2 2020 | $67,000 | +11.7% | 3,650 | 0.0% | 0.02% | -22.2% |
| Q1 2020 | $60,000 | +11.1% | 3,650 | +35.2% | 0.03% | +22.7% |
| Q4 2019 | $54,000 | 0.0% | 2,700 | 0.0% | 0.02% | -29.0% |
| Q3 2019 | $54,000 | +3.8% | 2,700 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $52,000 | +2.0% | 2,700 | 0.0% | 0.03% | -11.4% |
| Q1 2019 | $51,000 | – | 2,700 | – | 0.04% | – |
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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% |