FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 325 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $596,345 | +2.7% | 37,342 | +2.7% | 0.17% | -8.9% |
| Q2 2023 | $580,848 | -3.3% | 36,371 | -3.4% | 0.19% | +3.3% |
| Q1 2023 | $600,963 | -8.3% | 37,654 | -3.5% | 0.18% | -3.7% |
| Q4 2022 | $655,334 | -2.8% | 39,008 | -3.4% | 0.19% | -5.4% |
| Q3 2022 | $674,000 | -8.0% | 40,381 | -5.1% | 0.20% | -1.9% |
| Q2 2022 | $733,000 | -13.7% | 42,567 | -4.7% | 0.21% | -3.3% |
| Q1 2022 | $849,000 | -17.1% | 44,650 | -11.4% | 0.21% | -29.9% |
| Q4 2021 | $1,024,000 | +13.5% | 50,375 | +14.7% | 0.30% | -0.3% |
| Q3 2021 | $902,000 | +4.6% | 43,935 | +5.0% | 0.30% | +5.5% |
| Q2 2021 | $862,000 | +11.8% | 41,858 | +9.4% | 0.29% | -7.7% |
| Q1 2021 | $771,000 | – | 38,251 | – | 0.31% | – |
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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% |