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 | $489,170 | -3.6% | 10,355 | 0.0% | 0.32% | -3.6% |
| Q2 2023 | $507,291 | -3.8% | 10,355 | -3.3% | 0.34% | -10.7% |
| Q1 2023 | $527,204 | -11.2% | 10,709 | -12.8% | 0.38% | -21.4% |
| Q4 2022 | $593,939 | +10.6% | 12,274 | +7.0% | 0.48% | -11.8% |
| Q3 2022 | $537,000 | -6.6% | 11,469 | -3.5% | 0.54% | -2.7% |
| Q2 2022 | $575,000 | – | 11,887 | – | 0.56% | – |
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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% |