FIRST TR EXCH TRADED FD III's ticker is FCAL and the CUSIP is 33739P863. A total of 32 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $285,000 | -50.9% | 5,900 | -48.2% | 0.03% | -39.3% |
| Q1 2022 | $581,000 | -6.9% | 11,400 | 0.0% | 0.06% | -5.1% |
| Q4 2021 | $624,000 | -0.6% | 11,400 | 0.0% | 0.06% | -7.8% |
| Q2 2021 | $628,000 | +2.1% | 11,400 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $615,000 | -0.3% | 11,400 | 0.0% | 0.06% | -63.4% |
| Q4 2020 | $617,000 | +15.1% | 11,400 | +12.2% | 0.18% | +136.5% |
| Q3 2020 | $536,000 | +14.0% | 10,160 | +12.9% | 0.07% | +12.1% |
| Q2 2020 | $470,000 | -42.5% | 9,000 | -43.8% | 0.07% | -50.7% |
| Q1 2020 | $818,000 | – | 16,000 | – | 0.13% | – |
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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% |