FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 327 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,859 | 0.0% | 3,623 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $57,859 | +0.1% | 3,623 | 0.0% | 0.02% | -6.2% |
| Q1 2023 | $57,823 | -8.2% | 3,623 | -3.3% | 0.02% | -11.1% |
| Q4 2022 | $62,966 | -20.3% | 3,748 | -21.1% | 0.02% | -21.7% |
| Q3 2022 | $79,000 | -3.7% | 4,748 | -0.1% | 0.02% | -8.0% |
| Q2 2022 | $82,000 | +17.1% | 4,753 | +29.1% | 0.02% | +38.9% |
| Q1 2022 | $70,000 | -5.4% | 3,683 | +1.8% | 0.02% | -5.3% |
| Q4 2021 | $74,000 | +10.4% | 3,618 | +11.3% | 0.02% | 0.0% |
| Q3 2021 | $67,000 | +48.9% | 3,250 | +48.1% | 0.02% | +58.3% |
| Q2 2021 | $45,000 | +95.7% | 2,195 | +84.5% | 0.01% | +100.0% |
| Q1 2021 | $23,000 | -4.2% | 1,190 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $24,000 | +9.1% | 1,190 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $22,000 | – | 1,190 | – | 0.01% | – |
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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% |