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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $226,000 | -49.7% | 11,125 | -49.2% | 0.10% | -55.7% |
| Q3 2021 | $449,000 | -2.6% | 21,880 | -2.3% | 0.24% | -5.6% |
| Q2 2021 | $461,000 | +2.0% | 22,395 | -0.2% | 0.25% | -1.2% |
| Q1 2021 | $452,000 | +8.4% | 22,430 | +8.7% | 0.25% | -10.0% |
| Q4 2020 | $417,000 | -5.4% | 20,635 | -10.3% | 0.28% | -23.9% |
| Q3 2020 | $441,000 | -17.7% | 23,009 | -21.0% | 0.37% | -22.9% |
| Q2 2020 | $536,000 | – | 29,120 | – | 0.48% | – |
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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% |