FIRST TR EXCH TRADED FD III's ticker is FCAL and the CUSIP is 33739P863. A total of 40 filers reported holding FIRST TR EXCH TRADED FD III in Q2 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 | 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% |