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 | $997,709 | -3.6% | 21,120 | 0.0% | 0.29% | -0.3% |
| Q2 2023 | $1,034,669 | -0.5% | 21,120 | 0.0% | 0.29% | -2.3% |
| Q1 2023 | $1,039,738 | +1.7% | 21,120 | 0.0% | 0.30% | +8.7% |
| Q4 2022 | $1,021,997 | +3.3% | 21,120 | 0.0% | 0.28% | -2.8% |
| Q3 2022 | $989,000 | -8.8% | 21,120 | -5.8% | 0.28% | -32.1% |
| Q2 2022 | $1,085,000 | -5.1% | 22,429 | 0.0% | 0.42% | +2.2% |
| Q1 2022 | $1,143,000 | -7.0% | 22,429 | -0.1% | 0.41% | -4.6% |
| Q4 2021 | $1,229,000 | +0.4% | 22,445 | 0.0% | 0.43% | -8.1% |
| Q3 2021 | $1,224,000 | -1.0% | 22,445 | 0.0% | 0.47% | -4.1% |
| Q2 2021 | $1,236,000 | – | 22,445 | – | 0.49% | – |
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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% |