FIRST TR EXCH TRADED FD III's ticker is FCAL and the CUSIP is 33739P863. A total of 30 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,198,250 | +10.2% | 25,365 | +14.3% | 0.02% | +10.5% |
| Q2 2023 | $1,087,470 | +97169.2% | 22,198 | -2.2% | 0.02% | -17.4% |
| Q1 2023 | $1,118 | +11.6% | 22,706 | +9.6% | 0.02% | -14.8% |
| Q4 2022 | $1,002 | -99.9% | 20,713 | -12.1% | 0.03% | -22.9% |
| Q3 2022 | $1,104,000 | -1.3% | 23,573 | +1.9% | 0.04% | 0.0% |
| Q2 2022 | $1,119,000 | -8.6% | 23,138 | -3.7% | 0.04% | -5.4% |
| Q1 2022 | $1,224,000 | +1.2% | 24,027 | +8.8% | 0.04% | +2.8% |
| Q4 2021 | $1,209,000 | -3.4% | 22,086 | -3.8% | 0.04% | -12.2% |
| Q3 2021 | $1,252,000 | +6.4% | 22,958 | +7.4% | 0.04% | -2.4% |
| Q2 2021 | $1,177,000 | +10.5% | 21,381 | +8.3% | 0.04% | -4.5% |
| Q1 2021 | $1,065,000 | – | 19,747 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Towerpoint Wealth, LLC | 103,190 | $4,993,364 | 2.88% |
| Citizens Business Bank | 84,082 | $4,068,726 | 0.93% |
| Westside Investment Management, Inc. | 77,800 | $341,806 | 0.84% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 19,750 | $955,703 | 0.74% |
| Running Point Capital Advisors, LLC | 23,095 | $1,117,567 | 0.69% |
| Southland Equity Partners LLC | 28,648 | $1,386,262 | 0.53% |
| Warren Street Wealth Advisors, LLC | 12,274 | $593,939 | 0.48% |
| TriaGen Wealth Management LLC | 11,761 | $569,115 | 0.32% |
| MANCHESTER FINANCIAL INC | 21,120 | $1,021,997 | 0.28% |
| Magnus Financial Group LLC | 28,099 | $1,359,711 | 0.22% |