FIRST TR EXCH TRADED FD III's ticker is FCAL and the CUSIP is 33739P863. A total of 38 filers reported holding FIRST TR EXCH TRADED FD III in Q1 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 | 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% |