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 Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |