FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 284 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $303,208 | -6.3% | 18,998 | -1.4% | 0.21% | -6.2% |
Q4 2022 | $323,568 | -62.0% | 19,260 | -62.2% | 0.22% | -60.7% |
Q3 2022 | $851,000 | -8.3% | 50,952 | -5.4% | 0.57% | -2.2% |
Q2 2022 | $928,000 | -13.8% | 53,839 | -4.9% | 0.58% | -13.8% |
Q1 2022 | $1,077,000 | +1.1% | 56,639 | +8.1% | 0.68% | -11.7% |
Q4 2021 | $1,065,000 | -1.7% | 52,419 | -0.6% | 0.77% | -2.7% |
Q3 2021 | $1,083,000 | +2.8% | 52,747 | +3.1% | 0.79% | -10.0% |
Q2 2021 | $1,054,000 | +21.7% | 51,146 | +18.9% | 0.88% | +19.5% |
Q1 2021 | $866,000 | +46.8% | 43,002 | +47.2% | 0.74% | +51.2% |
Q4 2020 | $590,000 | +123.5% | 29,212 | +112.0% | 0.49% | +128.2% |
Q3 2020 | $264,000 | – | 13,778 | – | 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% |