FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 300 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $160,140 | -85.6% | 10,028 | -82.8% | 0.02% | -86.5% |
| Q1 2022 | $1,109,000 | -5.1% | 58,312 | +1.3% | 0.16% | -6.6% |
| Q4 2021 | $1,169,000 | -1.0% | 57,539 | +0.1% | 0.17% | -9.8% |
| Q3 2021 | $1,181,000 | +8.1% | 57,495 | +8.4% | 0.18% | +7.0% |
| Q2 2021 | $1,093,000 | +11.6% | 53,059 | +9.2% | 0.17% | +8.2% |
| Q1 2021 | $979,000 | +16.1% | 48,604 | +16.4% | 0.16% | +5.3% |
| Q4 2020 | $843,000 | +5.2% | 41,772 | 0.0% | 0.15% | 0.0% |
| Q3 2020 | $801,000 | +7.4% | 41,772 | +3.1% | 0.15% | -0.7% |
| Q2 2020 | $746,000 | – | 40,522 | – | 0.15% | – |
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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% |