ShoreHaven Wealth Partners, LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 357 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
ShoreHaven Wealth Partners, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q4 2022$836,990
-54.9%
49,821
-55.2%
0.59%
-58.3%
Q3 2022$1,855,000
-4.8%
111,132
-1.8%
1.42%
+1.2%
Q2 2022$1,949,000
-76.5%
113,128
-74.1%
1.40%
-68.1%
Q1 2022$8,304,000
-29.6%
436,625
-24.8%
4.38%
-25.0%
Q4 2021$11,797,000
-0.0%
580,584
+1.1%
5.84%
-4.9%
Q3 2021$11,801,000
+5.5%
574,545
+5.8%
6.15%
+2.2%
Q2 2021$11,190,000
+33.1%
543,226
+30.2%
6.01%
+32.0%
Q1 2021$8,407,000
-3.1%
417,225
-2.9%
4.56%
-6.2%
Q4 2020$8,674,000429,6384.85%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2021
NameSharesValueWeighting ↓
Milestone Advisory Partners 1,209,539$23,054,00014.88%
Flaharty Asset Management, LLC 921,522$17,564,0007.06%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2,473,032$47,136,0004.79%
Summit Financial Wealth Advisors, LLC 845,259$16,161,0004.27%
Wills Financial Group, Inc. 316,874$6,039,0004.10%
Quad-Cities Investment Group, LLC 232,177$4,426,0004.02%
WESPAC Advisors, LLC 263,417$5,021,0003.47%
HCR Wealth Advisors 590,410$11,253,0003.23%
Jaffetilchin Investment Partners, LLC 723,999$13,799,0003.06%
Aspen Investment Management Inc 211,017$4,022,0002.81%
View complete list of FIRST TR EXCH TRADED FD III shareholders