Navis Wealth Advisors, 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 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
Navis Wealth Advisors, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2022$668,000
-3.0%
40,0000.0%1.03%
+39.7%
Q2 2022$689,000
-9.5%
40,0000.0%0.74%
+9.3%
Q1 2022$761,000
-6.4%
40,0000.0%0.68%
-1.3%
Q4 2021$813,000
-1.1%
40,0000.0%0.68%
+19.2%
Q3 2021$822,000
-0.2%
40,0000.0%0.57%
-17.1%
Q2 2021$824,000
+2.2%
40,0000.0%0.69%
+10.9%
Q1 2021$806,000
-0.2%
40,0000.0%0.62%
-14.5%
Q4 2020$808,00040,0000.73%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2022
NameSharesValueWeighting ↓
Milestone Advisory Partners 1,454,492$29,192,00015.33%
Flaharty Asset Management, LLC 1,064,054$21,355,0007.56%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2,750,765$55,208,0005.21%
Quad-Cities Investment Group, LLC 261,590$5,250,0004.99%
SRS Capital Advisors, Inc. 795,664$15,969,0004.58%
BENJAMIN EDWARDS INC 111,420$2,236,0004.56%
Summit Financial Wealth Advisors, LLC 925,639$18,707,0004.54%
WESPAC Advisors, LLC 204,955$4,113,0004.03%
Measured Wealth Private Client Group, LLC 288,996$5,800,0003.87%
Wills Financial Group, Inc. 323,139$6,485,0003.72%
View complete list of FIRST TR EXCH TRADED FD III shareholders