Kestra Advisory Services, 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 37 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$285,046
+9.7%
6,034
+13.7%
0.00%0.0%
Q2 2023$259,941
-99.9%
5,306
-57.1%
0.00%0.0%
Q3 2022$290,290,000
+79869.7%
12,378
+65.0%
0.00%
-25.0%
Q2 2022$363,000
-41.1%
7,503
-37.9%
0.00%
-33.3%
Q1 2022$616,000
-3.1%
12,081
+4.0%
0.01%0.0%
Q4 2021$636,000
+7.8%
11,621
+7.3%
0.01%0.0%
Q3 2021$590,000
-14.4%
10,828
-13.5%
0.01%
-25.0%
Q2 2021$689,000
+12.0%
12,521
+9.8%
0.01%0.0%
Q1 2021$615,000
-0.5%
11,399
-0.2%
0.01%
+14.3%
Q4 2020$618,000
-99.9%
11,419
-0.9%
0.01%
-36.4%
Q3 2020$608,000,00011,5240.01%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2022
NameSharesValueWeighting ↓
Towerpoint Wealth, LLC 103,190$4,993,3642.88%
Citizens Business Bank 84,082$4,068,7260.93%
Westside Investment Management, Inc. 77,800$341,8060.84%
INTEGRAL INVESTMENT ADVISORS, INC. 19,750$955,7030.74%
Running Point Capital Advisors, LLC 23,095$1,117,5670.69%
Southland Equity Partners LLC 28,648$1,386,2620.53%
Warren Street Wealth Advisors, LLC 12,274$593,9390.48%
TriaGen Wealth Management LLC 11,761$569,1150.32%
MANCHESTER FINANCIAL INC 21,120$1,021,9970.28%
Magnus Financial Group LLC 28,099$1,359,7110.22%
View complete list of FIRST TR EXCH TRADED FD III shareholders