FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 401 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is 1.62 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,775,119 | +0.3% | 332,668 | +0.1% | 2.10% | -2.7% |
| Q1 2024 | $5,758,420 | +2.8% | 332,472 | +0.1% | 2.16% | -5.4% |
| Q4 2023 | $5,600,989 | -4.8% | 332,206 | -9.8% | 2.29% | -15.2% |
| Q3 2023 | $5,883,688 | +4.7% | 368,421 | +4.7% | 2.70% | +4.6% |
| Q2 2023 | $5,620,779 | -3.5% | 351,959 | +1.5% | 2.58% | -10.7% |
| Q4 2022 | $5,825,768 | – | 346,772 | – | 2.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Comprehensive Wealth Management, LLC | 510,694 | $10,290,484 | 12.52% |
| Trinity Legacy Partners, LLC | 1,311,576 | $26,704,000 | 10.64% |
| Southern Wealth Management, LLP | 1,300,459 | $26,204,000 | 8.63% |
| Milestone Advisory Partners | 797,644 | $16,073,000 | 8.60% |
| Summit Financial Wealth Advisors, LLC | 1,311,674 | $26,483,000 | 6.74% |
| PEAK FINANCIAL ADVISORS LLC | 393,507 | $7,929,000 | 6.68% |
| Flaharty Asset Management, LLC | 1,236,599 | $24,917,000 | 5.75% |
| Quad-Cities Investment Group, LLC | 307,426 | $6,195,000 | 4.70% |
| Magnus Financial Group LLC | 965,770 | $19,460,000 | 4.70% |
| GRIMES & COMPANY, INC. | 4,750,730 | $95,727,000 | 4.60% |