FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 325 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $720,000 | +10.3% | 37,870 | +17.8% | 0.48% | +4.5% |
| Q4 2021 | $653,000 | +5.7% | 32,140 | +6.9% | 0.46% | +16.9% |
| Q3 2021 | $618,000 | +7.1% | 30,071 | +7.3% | 0.40% | +7.3% |
| Q2 2021 | $577,000 | +10.1% | 28,031 | +7.7% | 0.37% | +9.1% |
| Q1 2021 | $524,000 | +29.1% | 26,024 | +29.5% | 0.34% | +32.9% |
| Q4 2020 | $406,000 | +32.2% | 20,095 | +7.5% | 0.26% | -26.9% |
| Q1 2020 | $307,000 | – | 18,696 | – | 0.35% | – |
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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% |