FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 424 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,024,581 | -6.8% | 174,227 | -7.0% | 1.70% | -8.7% |
| Q1 2024 | $3,244,188 | +3.1% | 187,309 | +0.3% | 1.86% | -1.6% |
| Q4 2023 | $3,148,001 | -1.1% | 186,714 | -6.4% | 1.89% | -11.8% |
| Q3 2023 | $3,184,145 | +2.4% | 199,383 | +2.4% | 2.14% | +5.6% |
| Q2 2023 | $3,108,076 | +4.0% | 194,620 | +4.0% | 2.03% | +2.1% |
| Q1 2023 | $2,987,206 | +18.1% | 187,168 | +24.3% | 1.99% | +7.9% |
| Q4 2022 | $2,529,394 | – | 150,559 | – | 1.84% | – |
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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% |
| Magnus Financial Group LLC | 965,770 | $19,460,000 | 4.70% |
| Quad-Cities Investment Group, LLC | 307,426 | $6,195,000 | 4.70% |
| GRIMES & COMPANY, INC. | 4,750,730 | $95,727,000 | 4.60% |