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 | $1,126,208 | -14.1% | 23,840 | -10.9% | 0.04% | -12.0% |
| Q2 2023 | $1,311,054 | -2.8% | 26,762 | -2.4% | 0.05% | -9.1% |
| Q1 2023 | $1,349,294 | -2.8% | 27,408 | -4.4% | 0.06% | -11.3% |
| Q4 2022 | $1,387,739 | +4.8% | 28,678 | +1.4% | 0.06% | -8.8% |
| Q3 2022 | $1,324,000 | +1.5% | 28,274 | +4.9% | 0.07% | -20.9% |
| Q2 2022 | $1,304,000 | -4.1% | 26,951 | +1.0% | 0.09% | +13.2% |
| Q1 2022 | $1,360,000 | -5.8% | 26,690 | +1.1% | 0.08% | 0.0% |
| Q4 2021 | $1,444,000 | +18.4% | 26,389 | +17.9% | 0.08% | +5.6% |
| Q3 2021 | $1,220,000 | +38.0% | 22,376 | +39.4% | 0.07% | +38.5% |
| Q2 2021 | $884,000 | +66.8% | 16,052 | +63.3% | 0.05% | +44.4% |
| Q1 2021 | $530,000 | +133.5% | 9,832 | +134.5% | 0.04% | +111.8% |
| Q4 2020 | $227,000 | – | 4,192 | – | 0.02% | – |
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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% |