FIRST TR EXCH TRADED FD III's ticker is FCAL and the CUSIP is 33739P863. A total of 45 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $696,978 | -1.3% | 14,754 | +2.4% | 0.05% | 0.0% |
| Q2 2023 | $705,921 | -13.4% | 14,409 | -12.9% | 0.05% | -15.3% |
| Q1 2023 | $814,764 | +8.9% | 16,550 | +7.1% | 0.06% | +5.4% |
| Q4 2022 | $748,042 | +4.6% | 15,459 | +1.2% | 0.06% | -5.1% |
| Q3 2022 | $715,000 | -5.4% | 15,272 | -2.3% | 0.06% | -3.3% |
| Q2 2022 | $756,000 | -7.5% | 15,624 | -2.6% | 0.06% | +13.0% |
| Q1 2022 | $817,000 | -7.8% | 16,033 | -1.0% | 0.05% | -3.6% |
| Q4 2021 | $886,000 | +42.4% | 16,191 | +41.8% | 0.06% | +33.3% |
| Q3 2021 | $622,000 | +1.0% | 11,415 | +2.1% | 0.04% | +2.4% |
| Q2 2021 | $616,000 | +4.1% | 11,185 | +1.8% | 0.04% | -2.4% |
| Q1 2021 | $592,000 | +17.5% | 10,982 | +17.8% | 0.04% | +23.5% |
| Q4 2020 | $504,000 | +14.0% | 9,319 | +11.4% | 0.03% | -10.5% |
| Q3 2020 | $442,000 | +14.2% | 8,364 | +12.8% | 0.04% | +2.7% |
| Q2 2020 | $387,000 | – | 7,415 | – | 0.04% | – |
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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% |