Key Client Fiduciary Advisors, LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 383 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
Key Client Fiduciary Advisors, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q1 2024$197,812
+2.3%
11,421
-0.4%
0.10%
-6.2%
Q4 2023$193,271
+2.8%
11,463
-2.6%
0.11%
-2.6%
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$362,00017,8360.30%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2023
NameSharesValueWeighting ↓
Trinity Legacy Partners, LLC 950,065$16,455,1264.82%
Quad-Cities Investment Group, LLC 410,778$7,114,6734.15%
PFS Partners, LLC 340,188$5,892,0573.91%
ORBA Wealth Advisors, L.L.C. 402,242$6,966,8253.86%
Triumph Capital Management 490,004$8,530,9673.48%
Traction Financial Partners, LLC 253,108$4,361,0483.40%
Kinloch Capital, LLC 345,421$5,982,6923.08%
Mid-American Wealth Advisory Group, Inc. 261,553$4,530,0993.06%
Choice Wealth Advisors, LLC 288,588$4,998,3433.03%
Magnus Financial Group LLC 1,391,222$24,095,9652.86%
View complete list of FIRST TR EXCH TRADED FD III shareholders