FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 299 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $202,355 | +0.5% | 11,656 | +0.3% | 0.12% | -1.6% |
| Q1 2024 | $201,370 | +2.6% | 11,626 | -0.1% | 0.12% | +24.0% |
| Q4 2023 | $196,291 | +6.6% | 11,642 | +1.0% | 0.10% | -5.7% |
| Q3 2023 | $184,093 | +0.4% | 11,527 | +0.4% | 0.11% | +7.1% |
| Q2 2023 | $183,296 | +5.9% | 11,478 | +5.8% | 0.10% | -2.9% |
| Q1 2023 | $173,065 | -12.2% | 10,844 | -7.6% | 0.10% | -19.7% |
| Q4 2022 | $197,126 | -16.8% | 11,734 | -17.3% | 0.13% | -26.6% |
| Q3 2022 | $237,000 | -4.0% | 14,195 | -0.9% | 0.17% | +0.6% |
| Q2 2022 | $247,000 | -11.8% | 14,326 | -2.7% | 0.17% | +3.0% |
| Q1 2022 | $280,000 | -12.2% | 14,716 | -6.3% | 0.17% | +1.8% |
| Q4 2021 | $319,000 | -3.3% | 15,707 | -2.4% | 0.16% | -2.4% |
| Q3 2021 | $330,000 | +202.8% | 16,090 | +140.9% | 0.17% | +61.5% |
| Q1 2020 | $109,000 | – | 6,680 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Comprehensive Wealth Management, LLC | 510,694 | $10,290,484 | 12.52% |
| Trinity Legacy Partners, LLC | 1,311,576 | $26,704,000 | 10.64% |
| Southern Wealth Management, LLP | 1,300,459 | $26,204,000 | 8.63% |
| Milestone Advisory Partners | 797,644 | $16,073,000 | 8.60% |
| Summit Financial Wealth Advisors, LLC | 1,311,674 | $26,483,000 | 6.74% |
| PEAK FINANCIAL ADVISORS LLC | 393,507 | $7,929,000 | 6.68% |
| Flaharty Asset Management, LLC | 1,236,599 | $24,917,000 | 5.75% |
| Quad-Cities Investment Group, LLC | 307,426 | $6,195,000 | 4.70% |
| Magnus Financial Group LLC | 965,770 | $19,460,000 | 4.70% |
| GRIMES & COMPANY, INC. | 4,750,730 | $95,727,000 | 4.60% |