FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 413 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,787,000 | +1.8% | 286,637 | +5.0% | 3.92% | +7.1% |
| Q2 2022 | $4,701,000 | -12.0% | 272,859 | -2.9% | 3.66% | +1.7% |
| Q1 2022 | $5,345,000 | -13.9% | 281,010 | -8.0% | 3.60% | -9.4% |
| Q4 2021 | $6,205,000 | +4.8% | 305,357 | +5.9% | 3.97% | -1.7% |
| Q3 2021 | $5,921,000 | +61.4% | 288,259 | +61.8% | 4.04% | +62.7% |
| Q2 2021 | $3,669,000 | -1.5% | 178,128 | -3.6% | 2.48% | -4.8% |
| Q1 2021 | $3,723,000 | +2.2% | 184,776 | +2.4% | 2.61% | -10.4% |
| Q4 2020 | $3,642,000 | – | 180,388 | – | 2.91% | – |
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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% |