FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 420 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $7,334,536 | +17.3% | 459,270 | +17.2% | 1.20% | -20.1% |
| Q1 2023 | $6,253,161 | -6.2% | 391,802 | -1.3% | 1.50% | -15.2% |
| Q4 2022 | $6,667,093 | +4.5% | 396,851 | +3.9% | 1.77% | -8.0% |
| Q3 2022 | $6,378,000 | +1.2% | 381,923 | +4.4% | 1.92% | +4.6% |
| Q2 2022 | $6,302,000 | +6.0% | 365,735 | +17.0% | 1.84% | +6.8% |
| Q1 2022 | $5,946,000 | -23.6% | 312,649 | -18.3% | 1.72% | +8.5% |
| Q4 2021 | $7,779,000 | +8.9% | 382,827 | +10.1% | 1.59% | +2.2% |
| Q3 2021 | $7,144,000 | -5.5% | 347,788 | -5.3% | 1.55% | -1.0% |
| Q2 2021 | $7,562,000 | -7.9% | 367,083 | -9.9% | 1.57% | -15.7% |
| Q1 2021 | $8,209,000 | -3.9% | 407,376 | -3.7% | 1.86% | -18.8% |
| Q4 2020 | $8,543,000 | +13.7% | 423,129 | +8.0% | 2.29% | -27.3% |
| Q3 2020 | $7,513,000 | – | 391,891 | – | 3.15% | – |
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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% |