FIRST TR EXCH TRADED FD III's ticker is FCAL and the CUSIP is 33739P863. A total of 45 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $485,426 | +98.3% | 9,803 | +98.8% | 0.00% | +50.0% |
| Q1 2024 | $244,786 | -52.5% | 4,930 | -54.8% | 0.00% | -66.7% |
| Q3 2023 | $515,560 | -3.1% | 10,914 | +0.5% | 0.01% | 0.0% |
| Q2 2023 | $531,962 | +0.0% | 10,859 | +0.5% | 0.01% | -14.3% |
| Q1 2023 | $531,930 | – | 10,805 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Towerpoint Wealth, LLC | 109,377 | $5,964,000 | 2.97% |
| Southland Equity Partners LLC | 38,678 | $2,108,856 | 0.97% |
| Karp Capital Management Corp | 73,474 | $4,006,000 | 0.56% |
| MANCHESTER FINANCIAL INC | 22,445 | $1,224,000 | 0.47% |
| Running Point Capital Advisors, LLC | 14,046 | $766,000 | 0.34% |
| Monterey Private Wealth, Inc. | 5,521 | $301,000 | 0.17% |
| Hochman Cole Investment Advisors, Inc. | 5,281 | $288,000 | 0.11% |
| SimpliFi, Inc. | 4,446 | $242,000 | 0.11% |
| Mutual Advisors, LLC | 22,376 | $1,220,000 | 0.07% |
| HBW ADVISORY SERVICES LLC | 4,100 | $224,000 | 0.06% |