SteelPeak Wealth, 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 299 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
SteelPeak Wealth, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$294,791
-17.2%
18,459
-17.2%
0.02%
-14.3%
Q2 2023$355,940
-3.0%
22,288
-3.0%
0.02%
-16.0%
Q1 2023$366,809
-5.7%
22,983
-0.8%
0.02%
-13.8%
Q4 2022$389,105
-4.9%
23,161
-5.3%
0.03%
-3.3%
Q3 2022$409,000
-3.5%
24,466
-0.6%
0.03%0.0%
Q2 2022$424,000
-63.4%
24,622
-59.6%
0.03%
-54.5%
Q1 2022$1,160,000
-6.6%
61,013
-0.2%
0.07%
-5.7%
Q4 2021$1,242,000
-2.7%
61,144
-1.6%
0.07%
-16.7%
Q3 2021$1,277,000
+12.7%
62,161
+13.0%
0.08%
+6.3%
Q2 2021$1,133,000
+7.3%
55,000
+4.9%
0.08%
-4.8%
Q1 2021$1,056,000
-0.8%
52,426
-0.6%
0.08%
-14.4%
Q4 2020$1,065,000
+9.2%
52,756
+3.8%
0.10%
-7.6%
Q3 2020$975,000
+8.6%
50,843
+4.3%
0.10%
-7.1%
Q2 2020$898,000
+14.5%
48,747
+2.0%
0.11%
-8.9%
Q1 2020$784,000
-31.1%
47,777
-15.8%
0.12%
-21.0%
Q4 2019$1,138,00056,7170.16%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2019
NameSharesValueWeighting ↓
Milestone Advisory Partners 1,454,492$29,192,00015.33%
Flaharty Asset Management, LLC 1,064,054$21,355,0007.56%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2,750,765$55,208,0005.21%
Quad-Cities Investment Group, LLC 261,590$5,250,0004.99%
SRS Capital Advisors, Inc. 795,664$15,969,0004.58%
BENJAMIN EDWARDS INC 111,420$2,236,0004.56%
Summit Financial Wealth Advisors, LLC 925,639$18,707,0004.54%
WESPAC Advisors, LLC 204,955$4,113,0004.03%
Measured Wealth Private Client Group, LLC 288,996$5,800,0003.87%
Wills Financial Group, Inc. 323,139$6,485,0003.72%
View complete list of FIRST TR EXCH TRADED FD III shareholders