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 | $230,157 | -3.6% | 14,412 | -3.6% | 0.10% | -32.9% |
| Q2 2023 | $238,856 | +1.1% | 14,957 | +1.0% | 0.14% | +32.4% |
| Q1 2023 | $236,305 | -7.5% | 14,806 | -2.6% | 0.11% | -14.3% |
| Q4 2022 | $255,449 | -15.7% | 15,205 | -16.3% | 0.13% | -25.9% |
| Q3 2022 | $303,000 | -2.3% | 18,156 | +1.0% | 0.17% | -2.9% |
| Q2 2022 | $310,000 | -8.6% | 17,983 | +0.9% | 0.18% | +13.6% |
| Q1 2022 | $339,000 | -5.6% | 17,818 | +0.8% | 0.15% | -3.1% |
| Q4 2021 | $359,000 | -0.3% | 17,671 | +0.8% | 0.16% | -0.6% |
| Q3 2021 | $360,000 | +0.6% | 17,534 | +0.8% | 0.16% | +7.4% |
| Q2 2021 | $358,000 | +25.2% | 17,398 | +22.7% | 0.15% | +17.3% |
| Q1 2021 | $286,000 | +0.7% | 14,177 | +0.9% | 0.13% | -9.3% |
| Q4 2020 | $284,000 | – | 14,044 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Southern Wealth Management, LLP | 1,563,906 | $32,373,000 | 9.34% |
| Trinity Legacy Partners, LLC | 1,181,665 | $24,413,000 | 8.97% |
| Milestone Advisory Partners | 808,893 | $16,663,000 | 8.78% |
| PEAK FINANCIAL ADVISORS LLC | 394,408 | $8,125,000 | 6.99% |
| Summit Financial Wealth Advisors, LLC | 1,330,142 | $27,401,000 | 6.19% |
| ShoreHaven Wealth Partners, LLC | 543,226 | $11,190,000 | 6.01% |
| Flaharty Asset Management, LLC | 1,319,652 | $27,185,000 | 5.81% |
| Elevation Capital Advisory, LLC | 432,497 | $8,907,000 | 5.00% |
| GRIMES & COMPANY, INC. | 5,394,473 | $111,126,000 | 4.82% |
| STRINGER ASSET MANAGEMENT, LLC | 233,833 | $4,817,000 | 4.77% |