FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 296 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,590,173 | -24.6% | 591,986 | -25.7% | 0.00% | -25.0% |
| Q2 2023 | $12,715,985 | -1.5% | 796,242 | +4.7% | 0.00% | -33.3% |
| Q4 2022 | $12,914,367 | +27.0% | 760,653 | +30.6% | 0.01% | +50.0% |
| Q3 2022 | $10,166,000 | +130.7% | 582,270 | +128.0% | 0.00% | +100.0% |
| Q2 2022 | $4,406,000 | -14.4% | 255,434 | -5.7% | 0.00% | 0.0% |
| Q1 2022 | $5,149,000 | +7.4% | 271,002 | +14.9% | 0.00% | -33.3% |
| Q4 2021 | $4,793,000 | +42.8% | 235,882 | +44.4% | 0.00% | +50.0% |
| Q3 2021 | $3,357,000 | -7.2% | 163,338 | -7.2% | 0.00% | 0.0% |
| Q2 2021 | $3,619,000 | +5301.5% | 176,015 | +5235.4% | 0.00% | – |
| Q1 2021 | $67,000 | -98.9% | 3,299 | -98.9% | 0.00% | -100.0% |
| Q4 2020 | $6,129,000 | -3.5% | 304,028 | -7.5% | 0.00% | -20.0% |
| Q3 2020 | $6,351,000 | +3.9% | 328,538 | -0.2% | 0.01% | -16.7% |
| Q2 2020 | $6,112,000 | -0.7% | 329,110 | -13.7% | 0.01% | -14.3% |
| Q1 2020 | $6,156,000 | +7792.3% | 381,404 | +9359.4% | 0.01% | – |
| Q1 2018 | $78,000 | -20.4% | 4,032 | -17.9% | 0.00% | – |
| Q4 2017 | $98,000 | – | 4,910 | – | 0.00% | – |
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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% |