FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 348 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,558,944 | +0.1% | 97,617 | +0.1% | 1.09% | +4.4% |
| Q2 2023 | $1,557,723 | -4.1% | 97,541 | +0.9% | 1.05% | -14.4% |
| Q4 2022 | $1,623,689 | +6.2% | 96,648 | +5.5% | 1.22% | +2.4% |
| Q3 2022 | $1,529,000 | +1.1% | 91,580 | +4.3% | 1.20% | +6.2% |
| Q2 2022 | $1,512,000 | -14.7% | 87,771 | -5.8% | 1.12% | +1.5% |
| Q1 2022 | $1,773,000 | -7.8% | 93,214 | -1.5% | 1.11% | -4.7% |
| Q4 2021 | $1,924,000 | +8.8% | 94,663 | +9.9% | 1.16% | +2.8% |
| Q3 2021 | $1,769,000 | +4.2% | 86,116 | +4.5% | 1.13% | +3.5% |
| Q2 2021 | $1,697,000 | +16.9% | 82,369 | +14.3% | 1.09% | +7.2% |
| Q1 2021 | $1,452,000 | -2.2% | 72,075 | -2.0% | 1.02% | -6.8% |
| Q4 2020 | $1,485,000 | +5.4% | 73,527 | +0.1% | 1.10% | -2.2% |
| Q3 2020 | $1,409,000 | +21.2% | 73,479 | +16.4% | 1.12% | +1.0% |
| Q2 2020 | $1,163,000 | +20.6% | 63,129 | +7.4% | 1.11% | -1.0% |
| Q1 2020 | $964,000 | +32.2% | 58,800 | +62.0% | 1.12% | +60.0% |
| Q4 2019 | $729,000 | – | 36,300 | – | 0.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 796,182 | $16,075,000 | 9.17% |
| Summit Financial Wealth Advisors, LLC | 1,324,125 | $25,383,000 | 6.92% |
| PEAK FINANCIAL ADVISORS LLC | 362,829 | $7,326,000 | 6.31% |
| Flaharty Asset Management, LLC | 1,185,685 | $23,939,000 | 5.98% |
| Southern Wealth Management, LLP | 778,621 | $15,720,000 | 5.96% |
| Quad-Cities Investment Group, LLC | 297,544 | $6,007,000 | 4.94% |
| ShoreHaven Wealth Partners, LLC | 429,638 | $8,674,000 | 4.85% |
| GRIMES & COMPANY, INC. | 4,338,472 | $87,594,000 | 4.55% |
| Clearwater Capital Advisors, LLC | 1,389,330 | $28,051,000 | 3.72% |
| Archer Investment Corp | 378,388 | $7,639,663,000 | 3.63% |