FIRST TR EXCH TRADED FD III's ticker is FCAL and the CUSIP is 33739P863. A total of 6 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,027,423 | -2.9% | 21,749 | +0.7% | 0.00% | – |
| Q2 2023 | $1,058,233 | +192.8% | 21,601 | +194.3% | 0.00% | – |
| Q1 2023 | $361,397 | +63.7% | 7,341 | +61.0% | 0.00% | – |
| Q4 2022 | $220,707 | -50.6% | 4,561 | -52.1% | 0.00% | – |
| Q3 2022 | $447,000 | +1017.5% | 9,528 | +1066.2% | 0.00% | – |
| Q2 2022 | $40,000 | 0.0% | 817 | +12.1% | 0.00% | – |
| Q4 2021 | $40,000 | +233.3% | 729 | +234.4% | 0.00% | – |
| Q3 2021 | $12,000 | +71.4% | 218 | +56.8% | 0.00% | – |
| Q3 2020 | $7,000 | -75.9% | 139 | -75.2% | 0.00% | – |
| Q2 2020 | $29,000 | +52.6% | 560 | +50.1% | 0.00% | – |
| Q1 2020 | $19,000 | +375.0% | 373 | +360.5% | 0.00% | – |
| Q3 2019 | $4,000 | -93.3% | 81 | -93.3% | 0.00% | – |
| Q3 2018 | $60,000 | 0.0% | 1,205 | 0.0% | 0.00% | – |
| Q2 2018 | $60,000 | – | 1,205 | – | 0.00% | – |
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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% |