Stonebridge Financial Planning 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 357 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
Stonebridge Financial Planning Group, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$693,442
-28.2%
43,422
-28.2%
0.44%
-24.4%
Q2 2023$966,232
-12.5%
60,503
-12.6%
0.59%
-17.4%
Q1 2023$1,104,677
-4.2%
69,215
+0.8%
0.71%
-7.2%
Q4 2022$1,153,291
-6.2%
68,648
-6.7%
0.77%
-10.7%
Q3 2022$1,229,000
-14.2%
73,587
-11.5%
0.86%
-11.6%
Q2 2022$1,433,000
-30.6%
83,157
-23.5%
0.97%
-15.9%
Q1 2022$2,066,000
-4.9%
108,641
-1.0%
1.16%
+1.5%
Q4 2021$2,173,000
-6.7%
109,758
-3.3%
1.14%
+0.1%
Q3 2021$2,328,000
+2.8%
113,542
+3.6%
1.14%
-5.2%
Q2 2021$2,265,000
-1.9%
109,615
-3.8%
1.20%
-11.0%
Q1 2021$2,309,000
+0.2%
113,922
-0.2%
1.35%
-7.6%
Q4 2020$2,304,000
+4.1%
114,120
-0.2%
1.46%
-8.2%
Q3 2020$2,213,000
+8.8%
114,383
+4.7%
1.59%
-8.1%
Q2 2020$2,034,000
+23.9%
109,264
+15.5%
1.73%
+5.8%
Q1 2020$1,642,000
-5.7%
94,612
+9.0%
1.64%
+3.9%
Q4 2019$1,742,000–86,809–1.58%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2021
NameSharesValueWeighting ↓
Southern Wealth Management, LLP 1,563,906$32,373,0009.34%
Trinity Legacy Partners, LLC 1,181,665$24,413,0008.97%
Milestone Advisory Partners 808,893$16,663,0008.78%
PEAK FINANCIAL ADVISORS LLC 394,408$8,125,0006.99%
Summit Financial Wealth Advisors, LLC 1,330,142$27,401,0006.19%
ShoreHaven Wealth Partners, LLC 543,226$11,190,0006.01%
Flaharty Asset Management, LLC 1,319,652$27,185,0005.81%
Elevation Capital Advisory, LLC 432,497$8,907,0005.00%
GRIMES & COMPANY, INC. 5,394,473$111,126,0004.82%
STRINGER ASSET MANAGEMENT, LLC 233,833$4,817,0004.77%
View complete list of FIRST TR EXCH TRADED FD III shareholders