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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $300,000 | -7.4% | 14,775 | -6.2% | 0.36% | +182.9% |
| Q2 2021 | $324,000 | +3.2% | 15,747 | +1.1% | 0.13% | -21.8% |
| Q1 2021 | $314,000 | +1.0% | 15,580 | +1.2% | 0.16% | -10.3% |
| Q4 2020 | $311,000 | +6.5% | 15,398 | +1.2% | 0.18% | -14.0% |
| Q3 2020 | $292,000 | +5.4% | 15,218 | +1.3% | 0.21% | -15.4% |
| Q2 2020 | $277,000 | +14.0% | 15,029 | +1.4% | 0.25% | -7.0% |
| Q1 2020 | $243,000 | -28.7% | 14,815 | -12.8% | 0.27% | -5.6% |
| Q4 2019 | $341,000 | – | 16,984 | – | 0.29% | – |
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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% |