FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 399 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,814,047 | -1.0% | 113,876 | -0.8% | 0.25% | +0.8% |
| Q2 2023 | $1,832,450 | +3.9% | 114,743 | +3.8% | 0.25% | -3.5% |
| Q1 2023 | $1,764,028 | +13.1% | 110,528 | +19.0% | 0.26% | +58.4% |
| Q4 2022 | $1,559,961 | +4.9% | 92,855 | +18.8% | 0.16% | -39.9% |
| Q1 2022 | $1,487,000 | +35.8% | 78,177 | +46.6% | 0.27% | +37.4% |
| Q3 2021 | $1,095,000 | +35.5% | 53,310 | +26.5% | 0.20% | -3.0% |
| Q3 2020 | $808,000 | +4.1% | 42,141 | +0.1% | 0.20% | +8.1% |
| Q2 2020 | $776,000 | +13.8% | 42,106 | +1.2% | 0.19% | -10.6% |
| Q1 2020 | $682,000 | – | 41,603 | – | 0.21% | – |
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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% |