FIRST TR EXCH TRADED FD III's ticker is FCAL and the CUSIP is 33739P863. A total of 32 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $947,000 | -7.8% | 20,056 | -4.4% | 0.00% | 0.0% |
| Q2 2023 | $1,027,000 | +12.0% | 20,986 | +12.8% | 0.00% | 0.0% |
| Q1 2023 | $917,000 | -7.7% | 18,612 | -9.3% | 0.00% | 0.0% |
| Q4 2022 | $993,000 | +0.2% | 20,520 | -3.2% | 0.00% | -33.3% |
| Q3 2022 | $991,000 | -31.7% | 21,206 | -29.3% | 0.00% | -25.0% |
| Q2 2022 | $1,450,000 | -4.5% | 29,980 | +0.5% | 0.00% | +33.3% |
| Q1 2022 | $1,519,000 | -8.1% | 29,835 | -1.2% | 0.00% | -25.0% |
| Q4 2021 | $1,653,000 | +8.4% | 30,202 | +8.0% | 0.00% | 0.0% |
| Q3 2021 | $1,525,000 | -0.6% | 27,973 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $1,534,000 | +3.5% | 27,844 | +1.4% | 0.00% | -20.0% |
| Q1 2021 | $1,482,000 | +18.6% | 27,460 | +18.8% | 0.01% | 0.0% |
| Q4 2020 | $1,250,000 | +31.3% | 23,109 | +28.1% | 0.01% | 0.0% |
| Q3 2020 | $952,000 | +1.6% | 18,045 | +0.5% | 0.01% | 0.0% |
| Q2 2020 | $937,000 | -1.2% | 17,947 | -3.2% | 0.01% | -16.7% |
| Q1 2020 | $948,000 | -1.0% | 18,543 | +3.3% | 0.01% | 0.0% |
| Q4 2019 | $958,000 | -0.9% | 17,946 | -1.1% | 0.01% | +20.0% |
| Q3 2019 | $967,000 | +103.2% | 18,152 | +100.2% | 0.01% | +66.7% |
| Q2 2019 | $476,000 | +31.9% | 9,066 | +29.2% | 0.00% | +50.0% |
| Q1 2019 | $361,000 | – | 7,015 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Towerpoint Wealth, LLC | 103,190 | $4,993,364 | 2.88% |
| Citizens Business Bank | 84,082 | $4,068,726 | 0.93% |
| Westside Investment Management, Inc. | 77,800 | $341,806 | 0.84% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 19,750 | $955,703 | 0.74% |
| Running Point Capital Advisors, LLC | 23,095 | $1,117,567 | 0.69% |
| Southland Equity Partners LLC | 28,648 | $1,386,262 | 0.53% |
| Warren Street Wealth Advisors, LLC | 12,274 | $593,939 | 0.48% |
| TriaGen Wealth Management LLC | 11,761 | $569,115 | 0.32% |
| MANCHESTER FINANCIAL INC | 21,120 | $1,021,997 | 0.28% |
| Magnus Financial Group LLC | 28,099 | $1,359,711 | 0.22% |