Who owns First Tr Exch Traded Fd Iii calif mun incm?
- Ticker: FCAL
- CUSIP Number: 33739p863
Tip: Access positions for across all investors
Analyze quarterly positions in First Tr Exch Traded Fd Iii calif mun incm with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Tr Exch Traded Fd Iii calif mun incm stock
Who bought or sold First Tr Exch Traded Fd Iii calif mun incm this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Miracle Mile Advisors | 1.0M | $51M | 83% | Dec 2023 |
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| Rockefeller Capital Management | 159k | $7.9M | 1% | Dec 2023 |
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| Citizens Business Bank | 114k | $5.7M | 28% | Dec 2023 |
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| Westside Investment Management | 87k | $4.3M | 3% | Dec 2023 |
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| Royal Bank of Canada | 61k | $3.1M | -14% | Dec 2023 |
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| Southland Equity Partners | 56k | $2.8M | 25% | Mar 2024 |
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| Mariner Wealth Advisors | 34k | $1.7M | -2% | Dec 2023 |
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| Advisor Group Holdings | 33k | $1.7M | -25% | Dec 2023 |
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| UBS Group | 31k | $1.6M | 44% | Dec 2023 |
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| Mutual Advisors | 29k | $1.4M | 21% | Dec 2023 |
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| Tidemark | 25k | $1.3M | 100% | Dec 2023 |
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| Flow Traders US | 22k | $1.1M | 100% | Dec 2023 |
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| Manchester Financial | 21k | $1.1M | 0% | Dec 2023 |
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| Cambridge Investment Research Advisors | 21k | $1.0M | 29% | Dec 2023 |
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| HighTower Advisors | 20k | $978k | -2% | Dec 2023 |
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| Signature Securities Group Corporation | 19k | $965k | 1% | Mar 2024 |
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| Integral Investment Advisors | 15k | $746k | 1% | Dec 2023 |
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| Hanson McClain Advisors | 15k | $727k | -9% | Dec 2023 |
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| Twin Peaks Wealth Advisors | 13k | $671k | 100% | Dec 2023 |
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| TriaGen Wealth Management | 12k | $617k | 4% | Dec 2023 |
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| Commonwealth Equity Services | 9.7k | $485k | 3% | Dec 2023 |
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| Warren Street Wealth Advisors | 9.4k | $470k | -9% | Dec 2023 |
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| Channel Wealth | 9.2k | $459k | 100% | Mar 2024 |
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| Towerpoint Wealth | 8.7k | $430k | 37% | Mar 2024 |
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| We Are One Seven | 8.0k | $399k | 100% | Dec 2023 |
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| Gts Securities | 7.2k | $361k | 100% | Dec 2023 |
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| EP Wealth Advisors | 6.2k | $308k | 100% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 4.8k | $238k | 14% | Mar 2024 |
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| Advisor Resource Council | 4.3k | $213k | 100% | Dec 2023 |
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| Cypress Wealth Services | 4.3k | $211k | 0% | Mar 2024 |
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| Harbour Investments | 4.1k | $206k | 17% | Dec 2023 |
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| Private Advisor | 4.1k | $205k | 100% | Dec 2023 |
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| Signature Estate and Investment Advisors | 4.0k | $200k | 100% | Dec 2023 |
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| Summit Investment Advisors | 3.1k | $153k | 0% | Dec 2023 |
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| Wells Fargo & Company | 2.1k | $103k | 100% | Dec 2023 |
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| Chilton Capital Management | 1.4k | $71k | 0% | Dec 2023 |
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| Global Retirement Partners | 896.00 | $45k | 1% | Dec 2023 |
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| Dunhill Financial | 270.00 | $14k | 100% | Dec 2023 |
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| Private Trust Co Na | 221.00 | $11k | 0% | Dec 2023 |
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| Team Financial Group | 35.00 | $1.7k | -96% | Dec 2023 |
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Who sold out of First Tr Exch Traded Fd Iii calif mun incm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2023 | 107k | $5.1M |
| Financial Advocates Investment Management | Sep 2023 | 15k | $697k |
| H D Vest Advisory Services | Sep 2023 | 11k | $516k |
| Stratos Wealth Advisors | Dec 2023 | 6.4k | $317k |
| Kestra Advisory Services | Sep 2023 | 6.0k | $285k |
| Stifel Financial | Sep 2023 | 5.1k | $239k |