FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 387 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2023. The put-call ratio across all filers is 3.29 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $187,945 | -32.9% | 11,769 | -32.8% | 0.12% | -29.4% |
| Q2 2023 | $279,895 | -1.7% | 17,526 | -1.8% | 0.16% | -8.4% |
| Q1 2023 | $284,747 | -23.1% | 17,841 | -19.0% | 0.18% | -28.8% |
| Q4 2022 | $370,223 | -3.8% | 22,037 | -4.4% | 0.25% | -28.2% |
| Q3 2022 | $385,000 | -25.5% | 23,060 | -23.2% | 0.35% | -31.0% |
| Q2 2022 | $517,000 | -37.1% | 30,023 | -30.6% | 0.50% | -22.5% |
| Q1 2022 | $822,000 | +127.1% | 43,239 | +142.4% | 0.65% | +117.4% |
| Q4 2021 | $362,000 | – | 17,836 | – | 0.30% | – |
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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% |