FIRST TR EXCH TRADED FD III's ticker is FCAL and the CUSIP is 33739P863. A total of 37 filers reported holding FIRST TR EXCH TRADED FD III in Q4 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 | 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% |