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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $85,037,773 | +28.8% | 1,717,241 | +29.1% | 2.07% | +24.8% |
| Q1 2024 | $66,047,465 | +30.0% | 1,330,261 | +30.7% | 1.66% | +19.5% |
| Q4 2023 | $50,794,359 | +93.4% | 1,017,719 | +83.0% | 1.39% | +71.7% |
| Q3 2023 | $26,269,145 | +15.3% | 556,078 | +19.6% | 0.81% | +17.1% |
| Q2 2023 | $22,780,745 | +226.1% | 465,008 | +227.7% | 0.69% | +206.2% |
| Q1 2023 | $6,985,786 | +118.8% | 141,901 | +115.0% | 0.23% | +105.5% |
| Q4 2022 | $3,193,493 | -86.3% | 65,995 | -86.8% | 0.11% | -89.9% |
| Q3 2022 | $23,356,000 | +6.4% | 498,854 | +10.0% | 1.09% | +5.6% |
| Q2 2022 | $21,945,000 | +109.9% | 453,643 | +121.1% | 1.03% | +131.4% |
| Q1 2022 | $10,453,000 | – | 205,155 | – | 0.45% | – |
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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% |