Beacon Financial Advisory LLC - FIRST TR EXCH TRADED FD III ownership

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FIRST TR EXCH TRADED FD III's ticker is FTLS and the CUSIP is 33739P103. A total of 80 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Beacon Financial Advisory LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$1,287,634
+5.4%
24,226
+4.7%
0.71%
+1.4%
Q2 2023$1,221,311
+8.2%
23,135
+4.2%
0.70%
-2.2%
Q1 2023$1,128,347
+2.8%
22,207
-1.1%
0.72%
-8.8%
Q4 2022$1,097,200
+5.3%
22,451
+0.9%
0.79%
+5.8%
Q3 2022$1,042,000
-2.9%
22,245
+0.8%
0.74%
+21.8%
Q2 2022$1,073,000
-2.5%
22,066
+1.7%
0.61%
+16.0%
Q1 2022$1,100,000
-2.4%
21,693
+0.5%
0.53%
+1.2%
Q4 2021$1,127,000
+9.1%
21,594
+1.1%
0.52%
-3.2%
Q3 2021$1,033,000
-4.6%
21,367
-4.0%
0.54%
-7.7%
Q2 2021$1,083,000
+8.4%
22,263
+1.2%
0.58%
+1.7%
Q1 2021$999,000
+49.6%
21,996
+43.5%
0.57%
+31.8%
Q4 2020$668,000
+3.9%
15,330
+1.3%
0.43%
-22.4%
Q3 2020$643,000
+4.6%
15,127
+0.8%
0.56%
-16.4%
Q2 2020$615,000
+10.4%
15,004
+0.8%
0.67%
-5.6%
Q1 2020$557,000
-9.7%
14,882
+2.9%
0.71%
+34.3%
Q4 2019$617,000–14,461–0.53%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2021
NameSharesValueWeighting ↓
WealthPLAN Partners, LLC 600,781$24,404,0003.67%
NORTHWEST WEALTH MANAGEMENT, LLC 18,693$752,0000.61%
COLONY GROUP LLC 379,552$15,273,0000.48%
Financial Advocates Investment Management 78,471$3,158,0000.37%
Barber Financial Group, Inc. 20,724$834,0000.20%
Private Advisor Group, LLC 248,221$9,988,0000.18%
CX Institutional 16,553$666,0000.11%
ATLAS CAPITAL ADVISORS LLC 5,987$240,937,0000.08%
Institute for Wealth Management, LLC. 7,789$313,0000.07%
SRS Capital Advisors, Inc. 4,983$201,0000.07%
View complete list of FIRST TR EXCH TRADED FD III shareholders