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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,405,599 | -0.8% | 150,632 | -0.8% | 0.37% | +4.3% |
| Q2 2023 | $2,424,608 | +6.2% | 151,823 | +6.2% | 0.35% | -1.4% |
| Q1 2023 | $2,282,607 | -7.2% | 143,020 | -2.3% | 0.36% | -10.8% |
| Q4 2022 | $2,458,679 | -10.6% | 146,350 | -11.1% | 0.40% | -19.9% |
| Q3 2022 | $2,750,000 | -6.3% | 164,665 | -3.4% | 0.50% | -2.7% |
| Q2 2022 | $2,936,000 | -13.1% | 170,410 | -4.1% | 0.51% | +1.4% |
| Q1 2022 | $3,380,000 | -6.9% | 177,726 | -0.5% | 0.50% | +2.0% |
| Q4 2021 | $3,631,000 | +7793.5% | 178,678 | +7823.6% | 0.50% | +6971.4% |
| Q3 2021 | $46,000 | – | 2,255 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Milestone Advisory Partners | 796,182 | $16,075,000 | 9.17% |
| Summit Financial Wealth Advisors, LLC | 1,324,125 | $25,383,000 | 6.92% |
| PEAK FINANCIAL ADVISORS LLC | 362,829 | $7,326,000 | 6.31% |
| Flaharty Asset Management, LLC | 1,185,685 | $23,939,000 | 5.98% |
| Southern Wealth Management, LLP | 778,621 | $15,720,000 | 5.96% |
| Quad-Cities Investment Group, LLC | 297,544 | $6,007,000 | 4.94% |
| ShoreHaven Wealth Partners, LLC | 429,638 | $8,674,000 | 4.85% |
| GRIMES & COMPANY, INC. | 4,338,472 | $87,594,000 | 4.55% |
| Clearwater Capital Advisors, LLC | 1,389,330 | $28,051,000 | 3.72% |
| Archer Investment Corp | 378,388 | $7,639,663,000 | 3.63% |