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

FIRST TR EXCH TRADED FD III's ticker is FPEI and the CUSIP is 33739P855. A total of 101 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2022. 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
Q1 2022$2,582,000
+3.2%
133,116
+8.5%
1.36%
+10.0%
Q4 2021$2,501,000
-3.1%
122,633
-1.9%
1.24%
-7.9%
Q3 2021$2,582,000
+17.3%
125,049
+17.3%
1.34%
+13.7%
Q2 2021$2,202,000
+23.6%
106,578
+21.2%
1.18%
+22.6%
Q1 2021$1,782,000
-25.3%
87,967
-24.8%
0.96%
-27.7%
Q4 2020$2,384,000116,9581.33%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q1 2022
NameSharesValueWeighting ↓
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 595,117$11,676,0000.78%
Phocas Financial Corp. 303,760$5,959,0000.64%
Capital Investment Advisory Services, LLC 49,574$973,0000.27%
B. Riley Wealth Management, Inc. 43,180$847,0000.15%
StoneX Group Inc. 11,711$230,0000.14%
Merit Financial Group, LLC 65,271$1,281,0000.14%
Advisory Services Network, LLC 76,426$1,484,0000.09%
Laurel Wealth Advisors, Inc. 15,770$309,0000.05%
IFP Advisors, Inc 31,674$621,0000.04%
Raymond James Financial Services Advisors, Inc. 407,162$7,988,0000.03%
View complete list of FIRST TR EXCH TRADED FD III shareholders