FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 398 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,721 | -99.9% | 170,494 | +39.0% | 2.01% | +9.3% |
| Q2 2022 | $2,114,000 | -58.6% | 122,671 | -54.3% | 1.84% | -33.7% |
| Q1 2022 | $5,105,000 | +2.3% | 268,390 | +9.3% | 2.78% | +7.3% |
| Q4 2021 | $4,990,000 | +7.2% | 245,559 | +8.7% | 2.59% | +1.0% |
| Q2 2021 | $4,655,000 | +45.7% | 225,975 | +42.6% | 2.56% | +19.7% |
| Q1 2021 | $3,194,000 | +15.4% | 158,518 | +15.7% | 2.14% | +13.7% |
| Q4 2020 | $2,767,000 | +82.9% | 137,067 | +73.6% | 1.88% | +55.4% |
| Q3 2020 | $1,513,000 | +41.0% | 78,944 | +35.5% | 1.21% | +30.9% |
| Q2 2020 | $1,073,000 | +121.7% | 58,260 | +97.6% | 0.92% | +62.3% |
| Q1 2020 | $484,000 | – | 29,483 | – | 0.57% | – |
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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% |