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 | $563,715 | -1.4% | 11,933 | +2.2% | 0.29% | +9.9% |
| Q2 2023 | $571,909 | -0.9% | 11,674 | -0.4% | 0.26% | -9.7% |
| Q1 2023 | $576,828 | +1.4% | 11,717 | -0.4% | 0.29% | -8.2% |
| Q4 2022 | $569,115 | +25.6% | 11,761 | +21.7% | 0.32% | +26.4% |
| Q3 2022 | $453,000 | – | 9,665 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Towerpoint Wealth, LLC | 103,190 | $4,993,364 | 2.88% |
| Citizens Business Bank | 84,082 | $4,068,726 | 0.93% |
| Westside Investment Management, Inc. | 77,800 | $341,806 | 0.84% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 19,750 | $955,703 | 0.74% |
| Running Point Capital Advisors, LLC | 23,095 | $1,117,567 | 0.69% |
| Southland Equity Partners LLC | 28,648 | $1,386,262 | 0.53% |
| Warren Street Wealth Advisors, LLC | 12,274 | $593,939 | 0.48% |
| TriaGen Wealth Management LLC | 11,761 | $569,115 | 0.32% |
| MANCHESTER FINANCIAL INC | 21,120 | $1,021,997 | 0.28% |
| Magnus Financial Group LLC | 28,099 | $1,359,711 | 0.22% |