FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 363 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,835,300 | +1.4% | 105,720 | +1.2% | 0.85% | +0.7% |
| Q1 2024 | $1,809,156 | +1.5% | 104,455 | -1.2% | 0.85% | -9.5% |
| Q4 2023 | $1,781,903 | +16.5% | 105,688 | +10.3% | 0.94% | -0.4% |
| Q3 2023 | $1,529,617 | +2.7% | 95,781 | +2.7% | 0.94% | +5.1% |
| Q2 2023 | $1,489,025 | -4.8% | 93,239 | -4.8% | 0.90% | -10.5% |
| Q1 2023 | $1,563,932 | -2.5% | 97,991 | +2.6% | 1.00% | -8.8% |
| Q4 2022 | $1,604,068 | +2.7% | 95,480 | +2.1% | 1.10% | -10.1% |
| Q3 2022 | $1,562,000 | +9.8% | 93,513 | +13.2% | 1.22% | +19.0% |
| Q2 2022 | $1,423,000 | -3.6% | 82,612 | +6.5% | 1.02% | +9.4% |
| Q1 2022 | $1,476,000 | -2.8% | 77,579 | +3.7% | 0.94% | +0.2% |
| Q4 2021 | $1,519,000 | -1.5% | 74,778 | -0.6% | 0.94% | -7.2% |
| Q3 2021 | $1,542,000 | – | 75,216 | – | 1.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Comprehensive Wealth Management, LLC | 510,694 | $10,290,484 | 12.52% |
| Trinity Legacy Partners, LLC | 1,311,576 | $26,704,000 | 10.64% |
| Southern Wealth Management, LLP | 1,300,459 | $26,204,000 | 8.63% |
| Milestone Advisory Partners | 797,644 | $16,073,000 | 8.60% |
| Summit Financial Wealth Advisors, LLC | 1,311,674 | $26,483,000 | 6.74% |
| PEAK FINANCIAL ADVISORS LLC | 393,507 | $7,929,000 | 6.68% |
| Flaharty Asset Management, LLC | 1,236,599 | $24,917,000 | 5.75% |
| Quad-Cities Investment Group, LLC | 307,426 | $6,195,000 | 4.70% |
| Magnus Financial Group LLC | 965,770 | $19,460,000 | 4.70% |
| GRIMES & COMPANY, INC. | 4,750,730 | $95,727,000 | 4.60% |