FIRST TR EXCH TRADED FD III's ticker is FCAL and the CUSIP is 33739P863. A total of 43 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,095,328 | +27.4% | 44,356 | +32.2% | 0.00% | 0.0% |
| Q2 2023 | $1,644,102 | +1.3% | 33,560 | +1.8% | 0.00% | 0.0% |
| Q1 2023 | $1,623,302 | +6.3% | 32,975 | +4.6% | 0.00% | 0.0% |
| Q4 2022 | $1,526,457 | +2.7% | 31,535 | -0.7% | 0.00% | 0.0% |
| Q3 2022 | $1,487,000 | -1.5% | 31,758 | +1.7% | 0.00% | 0.0% |
| Q2 2022 | $1,510,000 | +47.7% | 31,223 | +55.7% | 0.00% | +50.0% |
| Q1 2022 | $1,022,000 | -13.9% | 20,052 | -7.6% | 0.00% | 0.0% |
| Q4 2021 | $1,187,000 | -3.7% | 21,690 | -4.1% | 0.00% | -33.3% |
| Q3 2021 | $1,233,000 | -7.8% | 22,607 | -7.0% | 0.00% | 0.0% |
| Q2 2021 | $1,338,000 | +4.9% | 24,301 | +2.8% | 0.00% | 0.0% |
| Q1 2021 | $1,275,000 | +9.3% | 23,630 | +9.6% | 0.00% | 0.0% |
| Q4 2020 | $1,167,000 | +3.2% | 21,570 | +0.6% | 0.00% | 0.0% |
| Q3 2020 | $1,131,000 | -36.8% | 21,433 | -37.5% | 0.00% | -50.0% |
| Q2 2020 | $1,789,000 | +14.5% | 34,270 | +12.0% | 0.01% | 0.0% |
| Q1 2020 | $1,563,000 | – | 30,591 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Towerpoint Wealth, LLC | 105,531 | $4,941,000 | 2.98% |
| Miracle Mile Advisors, LLC | 498,854 | $23,356,000 | 1.09% |
| Citizens Business Bank | 81,969 | $3,838,000 | 0.94% |
| Running Point Capital Advisors, LLC | 28,980 | $1,357,000 | 0.90% |
| Westside Investment Management, Inc. | 17,400 | $328,226,000 | 0.78% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 19,750 | $925,000 | 0.76% |
| Southland Equity Partners LLC | 28,138 | $1,317,406 | 0.65% |
| Warren Street Wealth Advisors, LLC | 11,469 | $537,000 | 0.54% |
| SimpliFi, Inc. | 12,562 | $588,000 | 0.30% |
| MANCHESTER FINANCIAL INC | 21,120 | $989,000 | 0.28% |