FIRST TR EXCH TRADED FD III's ticker is FCAL and the CUSIP is 33739P863. A total of 21 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $847,000 | +17.8% | 16,629 | +26.4% | 0.03% | -2.9% |
| Q4 2021 | $719,000 | -10.5% | 13,152 | -10.7% | 0.03% | -12.8% |
| Q3 2021 | $803,000 | +12.5% | 14,721 | +13.6% | 0.04% | +21.9% |
| Q2 2021 | $714,000 | +8.3% | 12,958 | +6.0% | 0.03% | -5.9% |
| Q1 2021 | $659,000 | +13.4% | 12,227 | +13.9% | 0.03% | +9.7% |
| Q4 2020 | $581,000 | -58.9% | 10,731 | -59.4% | 0.03% | -69.6% |
| Q4 2019 | $1,413,000 | +21.8% | 26,454 | +21.7% | 0.10% | +15.9% |
| Q3 2019 | $1,160,000 | +15.1% | 21,745 | +12.6% | 0.09% | +15.8% |
| Q2 2019 | $1,008,000 | +17.6% | 19,306 | +15.0% | 0.08% | +5.6% |
| Q1 2019 | $857,000 | +22.6% | 16,782 | +20.1% | 0.07% | +16.1% |
| Q4 2018 | $699,000 | +23.7% | 13,976 | +22.9% | 0.06% | -12.7% |
| Q3 2018 | $565,000 | – | 11,371 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Towerpoint Wealth, LLC | 108,920 | $5,874,000 | 2.82% |
| Southland Equity Partners LLC | 39,244 | $2,116,409 | 1.20% |
| Karp Capital Management Corp | 63,984 | $3,451,000 | 0.62% |
| Running Point Capital Advisors, LLC | 11,799 | $636,000 | 0.35% |
| Monterey Private Wealth, Inc. | 5,521 | $301,000 | 0.17% |
| Hochman Cole Investment Advisors, Inc. | 4,813 | $260,000 | 0.11% |
| WINTRUST INVESTMENTS LLC | 11,400 | $615,000 | 0.06% |
| HBW ADVISORY SERVICES LLC | 4,100 | $221,000 | 0.06% |
| Integrated Wealth Concepts LLC | 19,747 | $1,065,000 | 0.04% |
| Financial Advocates Investment Management | 10,982 | $592,000 | 0.04% |