Sound View Wealth Advisors Group, LLC - FIRST TR EXCH TRADED FD III ownership

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FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 327 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$270,250
+0.2%
16,922
+0.2%
0.03%
-2.9%
Q2 2023$269,751
+0.3%
16,891
+0.2%
0.04%
-5.4%
Q1 2023$269,046
-3.4%
16,858
+1.7%
0.04%
-37.3%
Q4 2022$278,412
+0.5%
16,572
-0.2%
0.06%
-4.8%
Q3 2022$277,000
-3.1%
16,605
+0.2%
0.06%
+3.3%
Q2 2022$286,000
-9.2%
16,580
+0.1%
0.06%0.0%
Q1 2022$315,000
-6.2%
16,556
+0.1%
0.06%
-6.2%
Q4 2021$336,000
-0.9%
16,535
+0.1%
0.06%
-9.9%
Q3 2021$339,000
-0.3%
16,516
+0.1%
0.07%0.0%
Q2 2021$340,000
-3.1%
16,493
-5.2%
0.07%
-13.4%
Q1 2021$351,0000.0%17,401
+0.2%
0.08%
-4.7%
Q4 2020$351,000
+5.7%
17,371
+0.2%
0.09%
-1.1%
Q3 2020$332,000
-4.3%
17,339
-7.9%
0.09%
-11.2%
Q2 2020$347,000
+11.6%
18,829
-0.8%
0.10%
-8.4%
Q1 2020$311,000
-30.4%
18,972
-14.8%
0.11%
-15.1%
Q4 2019$447,000
-17.4%
22,263
-18.8%
0.13%
-21.7%
Q3 2019$541,000
+7.8%
27,402
+5.9%
0.16%
+8.8%
Q2 2019$502,000–25,877–0.15%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2020
NameSharesValueWeighting ↓
Trinity Legacy Partners, LLC 988,141$15,780,6155.45%
PFS Partners, LLC 341,776$5,458,1624.81%
Quad-Cities Investment Group, LLC 396,580$6,333,3804.25%
Mid-American Wealth Advisory Group, Inc. 281,386$4,423,3843.57%
Dunhill Financial, LLC 347,089$5,463,1773.44%
Triumph Capital Management 471,716$7,533,3073.42%
Kinloch Capital, LLC 328,203$5,241,4023.28%
FLYNN ZITO CAPITAL MANAGEMENT, LLC 289,319$4,620,4103.24%
Choice Wealth Advisors, LLC 280,430$4,478,4753.16%
FLAGSTAR ADVISORS INC 503,572$8,042,0523.06%
View complete list of FIRST TR EXCH TRADED FD III shareholders