LIBERTY WEALTH MANAGEMENT LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 379 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2021$49,000
-2.0%
2,4090.0%0.02%
-10.5%
Q2 2021$50,000
+4.2%
2,4090.0%0.02%
-17.4%
Q1 2021$48,0000.0%2,4090.0%0.02%0.0%
Q4 2020$48,000
+4.3%
2,4090.0%0.02%
-14.8%
Q3 2020$46,000
+4.5%
2,4090.0%0.03%
-12.9%
Q2 2020$44,000
-42.1%
2,409
-48.2%
0.03%
-53.0%
Q1 2020$76,000
+58.3%
4,648
+92.9%
0.07%
+73.7%
Q4 2019$48,0000.0%2,4090.0%0.04%
-15.6%
Q3 2019$48,000
+500.0%
2,409
+473.6%
0.04%
+542.9%
Q2 2019$8,0000.0%4200.0%0.01%
+16.7%
Q1 2019$8,000
+14.3%
4200.0%0.01%
+20.0%
Q4 2018$7,0004200.01%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2023
NameSharesValueWeighting ↓
Trinity Legacy Partners, LLC 983,899$15,712,8655.49%
PFS Partners, LLC 337,968$5,397,3494.52%
Quad-Cities Investment Group, LLC 392,035$6,260,8064.09%
Price Capital Management, Inc. 225,000$3,606,7503.95%
Triumph Capital Management 427,837$6,832,5613.10%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 284,522$4,543,7863.07%
Dunhill Financial, LLC 292,543$4,665,3223.06%
Kinloch Capital, LLC 320,327$5,115,6223.05%
Choice Wealth Advisors, LLC 278,999$4,455,6163.03%
FLAGSTAR ADVISORS INC 479,931$7,664,4932.88%
View complete list of FIRST TR EXCH TRADED FD III shareholders