FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 18 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $29,000 | -3.3% | 1,500 | 0.0% | 0.00% | – |
| Q4 2021 | $30,000 | -3.2% | 1,500 | 0.0% | 0.00% | – |
| Q3 2021 | $31,000 | 0.0% | 1,500 | 0.0% | 0.00% | – |
| Q2 2021 | $31,000 | +3.3% | 1,500 | 0.0% | 0.00% | – |
| Q1 2021 | $30,000 | -85.0% | 1,500 | -84.9% | 0.00% | – |
| Q4 2020 | $200,000 | -55.0% | 9,924 | -57.1% | 0.00% | – |
| Q3 2020 | $444,000 | +303.6% | 23,124 | +287.6% | 0.00% | – |
| Q2 2020 | $110,000 | -28.1% | 5,966 | -36.1% | 0.00% | – |
| Q1 2020 | $153,000 | -45.9% | 9,337 | -33.9% | 0.00% | – |
| Q4 2019 | $283,000 | +424.1% | 14,132 | +414.1% | 0.00% | – |
| Q3 2019 | $54,000 | +237.5% | 2,749 | +214.9% | 0.00% | – |
| Q2 2019 | $16,000 | -84.6% | 873 | -84.0% | 0.00% | – |
| Q1 2019 | $104,000 | +33.3% | 5,469 | +25.1% | 0.00% | – |
| Q4 2018 | $78,000 | -70.8% | 4,371 | -68.7% | 0.00% | – |
| Q3 2018 | $267,000 | -43.8% | 13,955 | -44.0% | 0.00% | – |
| Q2 2018 | $475,000 | -5.9% | 24,898 | -4.2% | 0.00% | – |
| Q1 2018 | $505,000 | +61.3% | 25,986 | +56.5% | 0.00% | – |
| Q4 2014 | $313,000 | -24.6% | 16,608 | -24.5% | 0.00% | – |
| Q3 2014 | $415,000 | +30.1% | 22,007 | +32.5% | 0.00% | – |
| Q2 2014 | $319,000 | 0.0% | 16,608 | -2.3% | 0.00% | – |
| Q1 2014 | $319,000 | +6.0% | 17,000 | +1.2% | 0.00% | – |
| Q4 2013 | $301,000 | -51.8% | 16,800 | -51.6% | 0.00% | – |
| Q3 2013 | $624,000 | – | 34,700 | – | 0.00% | – |
Download | ||||||
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% |