FIRST TR EXCH TRADED FD III's ticker is FCAL and the CUSIP is 33739P863. A total of 43 filers reported holding FIRST TR EXCH TRADED FD III in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,097,810 | -3.6% | 23,239 | 0.0% | 0.64% | -0.2% |
| Q2 2023 | $1,138,479 | +0.1% | 23,239 | +0.6% | 0.64% | -7.4% |
| Q1 2023 | $1,136,967 | +1.7% | 23,095 | 0.0% | 0.69% | +0.3% |
| Q4 2022 | $1,117,567 | -17.6% | 23,095 | -20.3% | 0.69% | -23.6% |
| Q3 2022 | $1,357,000 | -27.9% | 28,980 | -25.5% | 0.90% | -25.6% |
| Q2 2022 | $1,882,000 | +8.6% | 38,900 | +14.3% | 1.21% | +19.1% |
| Q1 2022 | $1,733,000 | +74.7% | 34,021 | +87.8% | 1.02% | +70.6% |
| Q4 2021 | $992,000 | +29.5% | 18,115 | +29.0% | 0.60% | +75.0% |
| Q3 2021 | $766,000 | +1.2% | 14,046 | +2.1% | 0.34% | -1.2% |
| Q2 2021 | $757,000 | +19.0% | 13,753 | +16.6% | 0.34% | -2.0% |
| Q1 2021 | $636,000 | +119.3% | 11,799 | +119.9% | 0.35% | +106.5% |
| Q4 2020 | $290,000 | – | 5,365 | – | 0.17% | – |
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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% |