Cardinal Point Wealth Management Partners, LLC - FIRST TR EXCH TRADED FD III ownership

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FIRST TR EXCH TRADED FD III's ticker is FTLS and the CUSIP is 33739P103. A total of 138 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Cardinal Point Wealth Management Partners, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2022$891,000
-13.4%
18,740
-11.4%
0.42%
-13.8%
Q2 2022$1,029,000
+1.4%
21,150
+5.6%
0.49%
+8.8%
Q1 2022$1,015,000
+22.6%
20,025
+26.1%
0.45%
+26.2%
Q4 2021$828,000–15,875–0.36%–
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Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2023
NameSharesValueWeighting ↓
ACAS, LLC 59,898$3,183,5873.94%
LFA - Lugano Financial Advisors SA 80,319$4,268,9553.66%
Live Oak Investment Partners 69,308$3,683,2823.17%
FOCUS Wealth Advisors, LLC 77,293$4,108,1232.85%
Cornerstone Planning Group LLC 140,141$7,448,4922.84%
Financial Enhancement Group LLC 250,437$13,470,9942.59%
Sweet Financial Partners, LLC 178,820$9,504,2742.52%
LCNB CORP 82,332$4,375,9461.94%
WealthPlan Investment Management, LLC 176,028$9,355,8861.65%
EUDAIMONIA ADVISORS LLC 37,387$1,987,1201.40%
View complete list of FIRST TR EXCH TRADED FD III shareholders