FIRST TR EXCH TRADED FD III's ticker is FCAL and the CUSIP is 33739P863. A total of 32 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,056,475 | +44.7% | 107,038 | +50.0% | 0.00% | +100.0% |
| Q2 2023 | $3,494,898 | +217.3% | 71,339 | +218.8% | 0.00% | – |
| Q1 2023 | $1,101,472 | -78.2% | 22,374 | -78.6% | 0.00% | -100.0% |
| Q4 2022 | $5,058,449 | +740.3% | 104,535 | +712.7% | 0.00% | – |
| Q3 2022 | $602,000 | -77.4% | 12,863 | -76.7% | 0.00% | -100.0% |
| Q2 2022 | $2,665,000 | -34.2% | 55,098 | -30.7% | 0.00% | 0.0% |
| Q1 2022 | $4,053,000 | +231.7% | 79,556 | +256.3% | 0.00% | – |
| Q4 2021 | $1,222,000 | -69.4% | 22,326 | -69.6% | 0.00% | -100.0% |
| Q3 2021 | $3,999,000 | +56.0% | 73,338 | +54.3% | 0.00% | 0.0% |
| Q1 2021 | $2,563,000 | +18.9% | 47,516 | +19.2% | 0.00% | 0.0% |
| Q4 2020 | $2,156,000 | +365.7% | 39,862 | +354.6% | 0.00% | – |
| Q3 2020 | $463,000 | -19.6% | 8,769 | -20.5% | 0.00% | – |
| Q2 2020 | $576,000 | -56.4% | 11,036 | -57.3% | 0.00% | -100.0% |
| Q1 2020 | $1,322,000 | +159.2% | 25,867 | +170.7% | 0.00% | 0.0% |
| Q4 2019 | $510,000 | -60.4% | 9,556 | -60.5% | 0.00% | -50.0% |
| Q3 2019 | $1,288,000 | -23.1% | 24,188 | -24.2% | 0.00% | -33.3% |
| Q2 2019 | $1,674,000 | -30.5% | 31,913 | -31.9% | 0.00% | -25.0% |
| Q1 2019 | $2,408,000 | -27.1% | 46,863 | -28.8% | 0.00% | -42.9% |
| Q4 2018 | $3,304,000 | +45.7% | 65,797 | +44.6% | 0.01% | +75.0% |
| Q3 2018 | $2,267,000 | +76.3% | 45,495 | +77.8% | 0.00% | +33.3% |
| Q2 2018 | $1,286,000 | +273.8% | 25,594 | +283.4% | 0.00% | +200.0% |
| Q4 2017 | $344,000 | – | 6,676 | – | 0.00% | – |
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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% |