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 | $2,000,630 | -1.4% | 42,350 | +2.2% | 0.69% | +0.4% |
| Q2 2023 | $2,029,340 | +16.0% | 41,424 | +16.5% | 0.68% | -0.4% |
| Q1 2023 | $1,750,161 | +26.3% | 35,551 | +24.1% | 0.69% | +28.8% |
| Q4 2022 | $1,386,262 | +5.2% | 28,648 | +1.8% | 0.53% | -17.5% |
| Q3 2022 | $1,317,406 | -2.8% | 28,138 | +0.4% | 0.65% | +4.5% |
| Q2 2022 | $1,355,258 | -18.6% | 28,016 | -14.3% | 0.62% | -10.7% |
| Q1 2022 | $1,664,876 | -17.4% | 32,677 | -11.3% | 0.69% | -16.2% |
| Q4 2021 | $2,015,543 | -4.4% | 36,824 | -4.8% | 0.83% | -14.6% |
| Q3 2021 | $2,108,856 | +9.7% | 38,678 | +10.8% | 0.97% | +6.7% |
| Q2 2021 | $1,922,024 | -9.2% | 34,905 | -11.1% | 0.91% | -24.5% |
| Q1 2021 | $2,116,409 | +25.0% | 39,244 | +25.4% | 1.20% | +5.3% |
| Q4 2020 | $1,693,494 | – | 31,305 | – | 1.14% | – |
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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% |