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 | 1.9M | $94M | 6% | Dec 2024 |
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| LPL Financial | 761k | $38M | 1% | Dec 2024 |
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| Morgan Stanley | 270k | $15M | 19% | Dec 2024 |
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| Royal Bank of Canada | 127k | $6.3M | 12% | Dec 2024 |
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| Westside Investment Management | 101k | $5.0M | 11% | Dec 2024 |
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| Citizens Business Bank | 95k | $4.8M | -3% | Sep 2024 |
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| Guggenheim Capital, LLC Managers | 57k | $2.8M | 249% | Dec 2024 |
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| Cetera Investment Advisers | 52k | $2.6M | 13% | Dec 2024 |
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| Mariner Wealth Advisors | 47k | $2.3M | 12% | Dec 2024 |
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| Ignite Planners | 46k | $2.3M | 47% | Dec 2024 |
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| Southland Equity Partners | 43k | $2.1M | -39% | Dec 2024 |
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| Old Mission Capital | 42k | $2.1M | 100% | Dec 2024 |
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| Jane Street | 42k | $2.1M | 48% | Dec 2024 |
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| UBS Group | 39k | $1.9M | 8% | Dec 2024 |
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| Flow Traders US | 39k | $1.9M | 100% | Dec 2024 |
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| Channel Wealth | 38k | $1.9M | 3% | Dec 2024 |
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| Running Point Capital Advisors | 37k | $1.8M | 17% | Dec 2024 |
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| Atomi Financial Group | 35k | $1.7M | 100% | Dec 2024 |
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| Magnus Financial Group | 31k | $1.5M | 3% | Dec 2024 |
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| Rockefeller Capital Management | 28k | $1.4M | 40% | Dec 2024 |
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| New Insight Wealth Advisors | 27k | $1.3M | 7% | Dec 2024 |
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| Integral Investment Advisors | 26k | $1.3M | 13% | Sep 2024 |
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| Advisor Group Holdings | 24k | $1.2M | -2% | Dec 2024 |
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| Catalina Capital Group | 24k | $1.2M | -1% | Dec 2024 |
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| Mutual Advisors | 22k | $1.1M | 5% | Dec 2024 |
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| Cambridge Investment Research Advisors | 21k | $1.1M | 1% | Dec 2024 |
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| Manchester Financial | 21k | $1.0M | 0% | Dec 2024 |
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| HighTower Advisors | 21k | $1.0M | 32% | Dec 2024 |
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| Commonwealth Equity Services | 20k | $967k | 9% | Dec 2024 |
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| Tidemark | 16k | $781k | -25% | Dec 2024 |
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| Blue Zone Wealth Advisors | 15k | $730k | 0% | Dec 2024 |
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| Gts Securities | 14k | $706k | 233% | Dec 2024 |
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| Twin Peaks Wealth Advisors | 14k | $684k | 5% | Sep 2024 |
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| We Are One Seven | 14k | $671k | 68% | Dec 2024 |
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| TriaGen Wealth Management | 11k | $540k | -9% | Dec 2024 |
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| Warren Street Wealth Advisors | 9.3k | $459k | 0% | Dec 2024 |
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| Townsquare Capital | 9.1k | $448k | 12% | Dec 2024 |
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| Towerpoint Wealth | 8.2k | $406k | -5% | Dec 2024 |
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| Hrt Financial | 7.6k | $376k | 100% | Dec 2024 |
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| Kingswood Wealth Advisors | 7.2k | $357k | 100% | Dec 2024 |
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| Equitable Holdings | 7.0k | $347k | 72% | Dec 2024 |
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| Perennial Investment Advisors | 6.8k | $335k | -1% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 6.6k | $332k | 37% | Dec 2024 |
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| H D Vest Advisory Services | 6.5k | $320k | 4% | Dec 2024 |
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| EP Wealth Advisors | 6.2k | $304k | 0% | Dec 2024 |
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| Guild Investment Management | 6.0k | $296k | 100% | Dec 2024 |
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| Farther Finance Advisors | 6.0k | $296k | 100% | Dec 2024 |
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| Envestnet Asset Management | 5.9k | $292k | -68% | Dec 2024 |
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| Change Path | 5.7k | $281k | 3% | Dec 2024 |
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| Steward Partners Investment Advisory | 5.4k | $265k | 5% | Dec 2024 |
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| Private Advisor | 5.1k | $252k | 22% | Dec 2024 |
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| Signature Securities Group Corporation | 4.8k | $238k | 1% | Dec 2024 |
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| Golden State Wealth Management | 4.3k | $213k | 100% | Dec 2024 |
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| Cypress Wealth Services | 4.3k | $210k | 0% | Dec 2024 |
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| Chilton Capital Management | 4.0k | $198k | 0% | Dec 2024 |
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| Summit Investment Advisors | 2.7k | $134k | -1% | Dec 2024 |
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| Ameriflex Group | 1.5k | $76k | 100% | Dec 2024 |
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| Harbour Investments | 1.5k | $72k | -5% | Dec 2024 |
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| Hanson McClain Advisors | 1.4k | $68k | -47% | Dec 2024 |
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| Larson Financial Group | 900.00 | $44k | 0% | Dec 2024 |
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| Global Retirement Partners | 883.00 | $44k | 1% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 593.00 | $29k | 100% | Dec 2024 |
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| Private Trust Co Na | 331.00 | $16k | 0% | Dec 2024 |
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| Dunhill Financial | 276.00 | $14k | 1% | Sep 2024 |
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| Wells Fargo & Company | 177.00 | $8.8k | 17600% | Dec 2024 |
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| Tower Research Capital | 57.00 | $2.8k | 100% | Dec 2024 |
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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 |
|---|---|---|---|
| Citadel Advisors | Sep 2024 | 36k | $1.8M |
| Atria Wealth Solutions | Sep 2024 | 5.0k | $249k |
| Johnson Bixby & Associates | Sep 2024 | 4.0k | $202k |
| Jpmorgan Chase & Co | Sep 2024 | 2.5k | $124k |