FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 379 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,034 | -0.3% | 1,380 | -0.3% | 0.01% | 0.0% |
| Q2 2023 | $22,097 | +1.5% | 1,384 | +1.5% | 0.01% | 0.0% |
| Q1 2023 | $21,760 | -12.1% | 1,363 | -7.5% | 0.01% | -15.4% |
| Q4 2022 | $24,759 | +3.2% | 1,474 | +1.3% | 0.01% | -7.1% |
| Q3 2022 | $24,000 | -14.3% | 1,455 | -11.3% | 0.01% | -12.5% |
| Q2 2022 | $28,000 | +16.7% | 1,641 | +31.9% | 0.02% | +23.1% |
| Q1 2022 | $24,000 | – | 1,244 | – | 0.01% | – |
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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% |