BlackDiamond Wealth Management, 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 135 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
BlackDiamond Wealth Management, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$446,228
+92.5%
27,093
+100.1%
0.40%
+105.6%
Q2 2023$231,775
-8.9%
13,538
-10.6%
0.20%
-24.9%
Q1 2023$254,48915,1480.26%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q2 2023
NameSharesValueWeighting ↓
ADAMSBROWN WEALTH CONSULTANTS LLC 537,680$9,576,0895.81%
PETERSON WEALTH MANAGEMENT 304,811$5,428,6885.53%
Cherry Creek Investment Advisors, Inc. 376,824$6,711,2385.21%
Essex LLC 904,075$16,101,5764.87%
SHELTON WEALTH MANAGEMENT, LLC 293,939$5,235,0464.13%
QP WEALTH MANAGEMENT, LLC 141,586$2,521,6473.93%
Elevated Capital Advisors, LLC 462,184$8,231,4923.14%
MILESTONE ASSET MANAGEMENT, LLC 261,383$4,851,2682.89%
SUTTON PLACE INVESTORS LLC 111,180$1,980,1162.83%
SMITH CHAS P & ASSOCIATES PA CPAS 2,014,435$35,8772.55%
View complete list of FIRST TR EXCH TRADED FD III shareholders