FIRST TR EXCH TRADED FD III's ticker is FCAL and the CUSIP is 33739P863. A total of 37 filers reported holding FIRST TR EXCH TRADED FD III in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $759,950 | -37.1% | 16,087 | -34.8% | 0.01% | -30.0% |
| Q2 2023 | $1,208,192 | -43.3% | 24,662 | -43.1% | 0.01% | -52.4% |
| Q1 2023 | $2,132,644 | -32.5% | 43,320 | -33.6% | 0.02% | -40.0% |
| Q4 2022 | $3,158,972 | -39.4% | 65,282 | -41.4% | 0.04% | -47.0% |
| Q3 2022 | $5,217,000 | -49.6% | 111,421 | -48.0% | 0.07% | -53.5% |
| Q2 2022 | $10,360,000 | -6.1% | 214,151 | -1.1% | 0.14% | +0.7% |
| Q1 2022 | $11,032,000 | -7.2% | 216,527 | -0.3% | 0.14% | -16.6% |
| Q4 2021 | $11,893,000 | – | 217,282 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Towerpoint Wealth, LLC | 106,785 | $5,777,000 | 2.89% |
| Southland Equity Partners LLC | 31,305 | $1,693,494 | 1.14% |
| Karp Capital Management Corp | 57,431 | $3,107,000 | 0.64% |
| Altus Wealth Group LLC | 4,042 | $219,000 | 0.21% |
| WINTRUST INVESTMENTS LLC | 11,400 | $617,000 | 0.18% |
| Monterey Private Wealth, Inc. | 5,521 | $299,000 | 0.17% |
| Running Point Capital Advisors, LLC | 5,365 | $290,000 | 0.17% |
| Aaron Wealth Advisors LLC | 4,935 | $266,000 | 0.10% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 19,093 | $1,033,000 | 0.08% |
| HBW ADVISORY SERVICES LLC | 4,100 | $222,000 | 0.07% |