INSIGNEO ADVISORY SERVICES, 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 9 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
INSIGNEO ADVISORY SERVICES, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$253,861
-11.1%
15,896
-11.1%
0.05%
-5.5%
Q2 2023$285,638
+14.0%
17,886
+13.9%
0.06%
-31.2%
Q1 2023$250,620
-13.9%
15,703
-9.3%
0.08%
-27.3%
Q4 2022$291,00017,3140.11%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2023
NameSharesValueWeighting ↓
Milestone Advisory Partners 796,182$16,075,0009.17%
Summit Financial Wealth Advisors, LLC 1,324,125$25,383,0006.92%
PEAK FINANCIAL ADVISORS LLC 362,829$7,326,0006.31%
Flaharty Asset Management, LLC 1,185,685$23,939,0005.98%
Southern Wealth Management, LLP 778,621$15,720,0005.96%
Quad-Cities Investment Group, LLC 297,544$6,007,0004.94%
ShoreHaven Wealth Partners, LLC 429,638$8,674,0004.85%
GRIMES & COMPANY, INC. 4,338,472$87,594,0004.55%
Clearwater Capital Advisors, LLC 1,389,330$28,051,0003.72%
Archer Investment Corp 378,388$7,639,663,0003.63%
View complete list of FIRST TR EXCH TRADED FD III shareholders