FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 388 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $176,229 | 0.0% | 11,035 | 0.0% | 0.19% | +2.1% |
| Q2 2023 | $176,229 | -0.8% | 11,035 | -0.9% | 0.19% | +11.9% |
| Q1 2023 | $177,715 | -14.6% | 11,135 | -10.1% | 0.17% | -15.2% |
| Q4 2022 | $208,068 | -16.8% | 12,385 | -17.3% | 0.20% | -35.1% |
| Q3 2022 | $250,000 | -3.5% | 14,980 | -0.4% | 0.30% | +2.7% |
| Q2 2022 | $259,000 | -10.1% | 15,038 | -0.7% | 0.30% | +2.8% |
| Q1 2022 | $288,000 | – | 15,149 | – | 0.29% | – |
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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% |