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 | $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% | – |
Download | ||||||
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% |