Monterey Private Wealth, Inc. - 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 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Monterey Private Wealth, Inc. ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q1 2022$281,000
-7.0%
5,5210.0%0.14%
-9.3%
Q4 2021$302,000
+0.3%
5,5210.0%0.15%
-11.2%
Q3 2021$301,000
-1.0%
5,5210.0%0.17%
-2.9%
Q2 2021$304,000
+1.0%
5,5210.0%0.17%
+4.8%
Q1 2021$301,000
+0.7%
5,5210.0%0.17%
-3.5%
Q4 2020$299,000
+2.7%
5,5210.0%0.17%
-8.0%
Q3 2020$291,0005,5210.19%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2021
NameSharesValueWeighting ↓
Towerpoint Wealth, LLC 108,920$5,874,0002.82%
Southland Equity Partners LLC 39,244$2,116,4091.20%
Karp Capital Management Corp 63,984$3,451,0000.62%
Running Point Capital Advisors, LLC 11,799$636,0000.35%
Monterey Private Wealth, Inc. 5,521$301,0000.17%
Hochman Cole Investment Advisors, Inc. 4,813$260,0000.11%
WINTRUST INVESTMENTS LLC 11,400$615,0000.06%
HBW ADVISORY SERVICES LLC 4,100$221,0000.06%
Integrated Wealth Concepts LLC 19,747$1,065,0000.04%
Financial Advocates Investment Management 10,982$592,0000.04%
View complete list of FIRST TR EXCH TRADED FD III shareholders