Integrated Wealth Concepts LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FCAL and the CUSIP is 33739P863. A total of 38 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
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$1,065,00019,7470.04%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q3 2022
NameSharesValueWeighting ↓
Towerpoint Wealth, LLC 108,252$5,961,0002.96%
Southland Equity Partners LLC 34,905$1,922,0240.91%
Redhawk Wealth Advisors, Inc. 51,430$2,832,0000.63%
Karp Capital Management Corp 68,165$3,753,0000.56%
MANCHESTER FINANCIAL INC 22,445$1,236,0000.49%
Running Point Capital Advisors, LLC 13,753$757,0000.34%
Monterey Private Wealth, Inc. 5,521$304,0000.17%
WINTRUST INVESTMENTS LLC 11,400$628,0000.06%
HBW ADVISORY SERVICES LLC 4,100$226,0000.06%
Mutual Advisors, LLC 16,052$884,0000.05%
View complete list of FIRST TR EXCH TRADED FD III shareholders