FIRST TR EXCH TRADED FD III's ticker is FCAL and the CUSIP is 33739P863. A total of 37 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,288,098 | +0.5% | 154,278 | +4.2% | 0.00% | 0.0% |
| Q2 2023 | $7,253,312 | +39.7% | 148,057 | +40.4% | 0.00% | 0.0% |
| Q1 2023 | $5,190,319 | +353.4% | 105,430 | +345.6% | 0.00% | – |
| Q4 2022 | $1,144,859 | +2.7% | 23,659 | -0.7% | 0.00% | – |
| Q3 2022 | $1,115,000 | +1.1% | 23,816 | +4.4% | 0.00% | – |
| Q2 2022 | $1,103,000 | -10.3% | 22,811 | -5.4% | 0.00% | – |
| Q1 2022 | $1,229,000 | +20.0% | 24,118 | +28.9% | 0.00% | – |
| Q4 2021 | $1,024,000 | +51.3% | 18,717 | +50.7% | 0.00% | – |
| Q3 2021 | $677,000 | +42.5% | 12,423 | +44.0% | 0.00% | – |
| Q2 2021 | $475,000 | +2.2% | 8,625 | -0.1% | 0.00% | – |
| Q1 2021 | $465,000 | -69.4% | 8,631 | -69.3% | 0.00% | – |
| Q4 2020 | $1,522,000 | +174.2% | 28,135 | +167.4% | 0.00% | – |
| Q3 2020 | $555,000 | +24.7% | 10,521 | +23.4% | 0.00% | – |
| Q2 2020 | $445,000 | +141.8% | 8,526 | +137.0% | 0.00% | – |
| Q1 2020 | $184,000 | – | 3,598 | – | 0.00% | – |
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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% |