FIRST TR EXCH TRADED FD III's ticker is FCAL and the CUSIP is 33739P863. A total of 40 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,417,762 | -3.4% | 28,555 | -3.4% | 0.04% | -8.5% |
| Q1 2024 | $1,467,144 | +1.6% | 29,550 | +2.1% | 0.05% | -6.0% |
| Q4 2023 | $1,443,880 | +28.2% | 28,930 | +21.4% | 0.05% | +13.6% |
| 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 | 109,377 | $5,964,000 | 2.97% |
| Southland Equity Partners LLC | 38,678 | $2,108,856 | 0.97% |
| Karp Capital Management Corp | 73,474 | $4,006,000 | 0.56% |
| MANCHESTER FINANCIAL INC | 22,445 | $1,224,000 | 0.47% |
| Running Point Capital Advisors, LLC | 14,046 | $766,000 | 0.34% |
| Monterey Private Wealth, Inc. | 5,521 | $301,000 | 0.17% |
| Hochman Cole Investment Advisors, Inc. | 5,281 | $288,000 | 0.11% |
| SimpliFi, Inc. | 4,446 | $242,000 | 0.11% |
| Mutual Advisors, LLC | 22,376 | $1,220,000 | 0.07% |
| HBW ADVISORY SERVICES LLC | 4,100 | $224,000 | 0.06% |