FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 399 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $825,000 | -12.3% | 43,398 | -6.3% | 0.00% | – |
| Q4 2021 | $941,000 | -49.5% | 46,311 | -49.0% | 0.00% | -100.0% |
| Q3 2021 | $1,864,000 | -6.0% | 90,742 | -5.7% | 0.00% | 0.0% |
| Q2 2021 | $1,982,000 | +3.9% | 96,208 | +1.6% | 0.00% | 0.0% |
| Q1 2021 | $1,908,000 | +4.0% | 94,697 | +4.2% | 0.00% | 0.0% |
| Q4 2020 | $1,835,000 | +8.0% | 90,910 | +2.6% | 0.00% | 0.0% |
| Q3 2020 | $1,699,000 | +4.9% | 88,631 | +0.8% | 0.00% | 0.0% |
| Q2 2020 | $1,619,000 | +12.0% | 87,917 | -0.2% | 0.00% | 0.0% |
| Q1 2020 | $1,445,000 | +36.7% | 88,133 | +67.4% | 0.00% | 0.0% |
| Q4 2019 | $1,057,000 | +0.3% | 52,641 | -1.5% | 0.00% | 0.0% |
| Q3 2019 | $1,054,000 | -6.4% | 53,433 | -8.0% | 0.00% | 0.0% |
| Q2 2019 | $1,126,000 | -5.1% | 58,079 | -6.6% | 0.00% | 0.0% |
| Q1 2019 | $1,186,000 | +7.7% | 62,204 | +1.4% | 0.00% | 0.0% |
| Q4 2018 | $1,101,000 | -5.4% | 61,354 | +0.7% | 0.00% | 0.0% |
| Q3 2018 | $1,164,000 | +4.3% | 60,946 | +4.1% | 0.00% | 0.0% |
| Q2 2018 | $1,116,000 | +231.2% | 58,559 | +238.2% | 0.00% | – |
| Q1 2018 | $337,000 | – | 17,315 | – | 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% |