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 | $929,651 | -0.2% | 58,212 | -0.2% | 0.52% | +1.0% |
| Q2 2023 | $931,205 | -0.2% | 58,310 | -0.2% | 0.51% | +34.6% |
| Q1 2023 | $932,747 | -4.9% | 58,443 | +0.1% | 0.38% | -18.8% |
| Q4 2022 | $980,765 | -4.5% | 58,379 | -4.1% | 0.47% | -14.4% |
| Q3 2022 | $1,027,000 | -3.6% | 60,884 | +0.1% | 0.55% | -10.3% |
| Q2 2022 | $1,065,000 | -10.4% | 60,829 | -2.4% | 0.61% | -0.5% |
| Q1 2022 | $1,189,000 | -1.2% | 62,356 | +5.3% | 0.61% | +4.1% |
| Q4 2021 | $1,204,000 | +1.7% | 59,237 | +2.7% | 0.59% | -22.9% |
| Q3 2021 | $1,184,000 | -2.6% | 57,662 | -2.2% | 0.76% | -5.0% |
| Q2 2021 | $1,215,000 | +24.0% | 58,977 | +21.3% | 0.80% | +1.4% |
| Q1 2021 | $980,000 | +13.0% | 48,616 | +13.2% | 0.79% | -1.7% |
| Q4 2020 | $867,000 | – | 42,933 | – | 0.81% | – |
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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% |