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 |
|---|---|---|---|---|---|
| LPL Financial | 851k | $42M | 8% | Sep 2025 |
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| Morgan Stanley | 211k | $14M | 100% | Jun 2025 |
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| Miracle Mile Advisors | 153k | $7.5M | -92% | Sep 2025 |
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| Citizens Business Bank | 125k | $6.1M | -1% | Sep 2025 |
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| Westside Investment Management | 110k | $5.4M | 0% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 102k | $5.0M | -3% | Sep 2025 |
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| Royal Bank of Canada | 75k | $3.7M | -2% | Sep 2025 |
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| Cetera Investment Advisers | 75k | $3.6M | 13% | Sep 2025 |
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| Southland Equity Partners | 54k | $2.6M | 0% | Sep 2025 |
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| Ignite Planners | 53k | $2.6M | 15% | Sep 2025 |
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| Mariner Wealth Advisors | 48k | $2.3M | -20% | Sep 2025 |
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| Atomi Financial Group | 45k | $2.2M | -7% | Sep 2025 |
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| Magnus Financial Group | 43k | $2.1M | 6% | Sep 2025 |
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| UBS Group | 40k | $1.9M | -10% | Sep 2025 |
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| Running Point Capital Advisors | 36k | $1.8M | 2% | Sep 2025 |
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| Advisor Group Holdings | 34k | $1.6M | 50% | Sep 2025 |
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| Integral Investment Advisors | 31k | $1.5M | 13% | Sep 2025 |
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| We Are One Seven | 30k | $1.5M | -14% | Sep 2025 |
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| HighTower Advisors | 27k | $1.3M | 17% | Sep 2025 |
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| Channel Wealth | 22k | $1.1M | -30% | Sep 2025 |
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| Mutual Advisors | 22k | $1.1M | 0% | Sep 2025 |
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| Entruity Wealth | 21k | $1.0M | 1% | Sep 2025 |
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| Envestnet Portfolio Solutions | 20k | $995k | 9% | Sep 2025 |
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| Rockefeller Capital Management | 20k | $975k | -31% | Sep 2025 |
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| Commonwealth Equity Services | 19k | $923k | 2% | Sep 2025 |
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| Cambridge Investment Research Advisors | 19k | $909k | -5% | Sep 2025 |
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| Catalina Capital Group | 17k | $844k | -13% | Sep 2025 |
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| Golden State Wealth Management | 17k | $837k | 139% | Sep 2025 |
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| Foronjy Financial | 17k | $809k | 100% | Sep 2025 |
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| Jane Street | 16k | $801k | -82% | Sep 2025 |
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| WESPAC Advisors SoCal | 15k | $746k | 100% | Sep 2025 |
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| Climber Capital SA | 15k | $698k | 0% | Jun 2025 |
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| Blue Zone Wealth Advisors | 14k | $683k | -41% | Sep 2025 |
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| New Insight Wealth Advisors | 13k | $638k | -14% | Sep 2025 |
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| Flow Traders US | 12k | $593k | 50% | Sep 2025 |
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| Centaurus Financial | 12k | $584k | 0% | Sep 2025 |
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| Tidemark | 11k | $554k | -23% | Sep 2025 |
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| Clifford Swan Investment Counsel | 11k | $553k | 0% | Sep 2025 |
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| Koshinski Asset Management | 11k | $545k | 100% | Sep 2025 |
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| Raymond James Financial | 11k | $542k | -6% | Sep 2025 |
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| Warren Street Wealth Advisors | 9.1k | $442k | 0% | Sep 2025 |
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| Inspire Advisors | 8.9k | $435k | 79% | Sep 2025 |
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| Farther Finance Advisors | 8.0k | $390k | 33% | Sep 2025 |
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| Guild Investment Management | 8.0k | $390k | 33% | Sep 2025 |
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| Susquehanna International | 7.9k | $387k | -34% | Sep 2025 |
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| D.A. Davidson & Co. | 7.9k | $385k | 85% | Sep 2025 |
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| Perennial Investment Advisors | 7.5k | $365k | -16% | Sep 2025 |
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| Hennion & Walsh Asset Management | 7.2k | $352k | 100% | Sep 2025 |
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| Towerpoint Wealth | 7.2k | $350k | -5% | Sep 2025 |
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| Goss Wealth Management | 7.1k | $348k | -27% | Sep 2025 |
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| CLG | 7.1k | $348k | 1% | Sep 2025 |
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| Equitable Holdings | 6.5k | $319k | -31% | Sep 2025 |
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| Atria Wealth Solutions | 6.2k | $299k | 0% | Jun 2025 |
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| Envestnet Asset Management | 6.2k | $301k | 15% | Sep 2025 |
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| EP Wealth Advisors | 6.2k | $296k | 0% | Jun 2025 |
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| H D Vest Advisory Services | 6.0k | $285k | -8% | Jun 2025 |
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| SeaCrest Wealth Management | 5.9k | $290k | 100% | Sep 2025 |
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| TriaGen Wealth Management | 5.7k | $280k | -13% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 5.7k | $277k | 5% | Sep 2025 |
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| Signature Securities Group Corporation | 5.6k | $272k | 14% | Sep 2025 |
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| Kingswood Wealth Advisors | 5.2k | $253k | -28% | Sep 2025 |
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| Steward Partners Investment Advisory | 5.1k | $249k | 0% | Sep 2025 |
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| Integrity Financial Corp | 5.1k | $247k | 7% | Sep 2025 |
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| Argyle Capital Partners | 5.1k | $246k | 0% | Sep 2025 |
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| Quantinno Capital Management | 4.9k | $240k | 100% | Sep 2025 |
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| Twin Peaks Wealth Advisors | 4.8k | $234k | 0% | Sep 2025 |
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| Cypress Wealth Services | 4.4k | $212k | 1% | Sep 2025 |
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| Ameriflex Group | 3.1k | $151k | 100% | Sep 2025 |
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| Harbour Investments | 1.5k | $72k | 0% | Sep 2025 |
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| Hanson McClain Advisors | 1.4k | $67k | 0% | Sep 2025 |
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| Private Trust Co Na | 1.2k | $57k | -16% | Sep 2025 |
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| Brian McDonald | 984.00 | $48k | 100% | Sep 2025 |
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| Global Retirement Partners | 905.00 | $44k | 1% | Sep 2025 |
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| Larson Financial Group | 900.00 | $44k | 0% | Sep 2025 |
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| Summit Investment Advisors | 857.00 | $42k | -71% | Sep 2025 |
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| Dunhill Financial | 285.00 | $14k | 1% | Sep 2025 |
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| Team Financial Group | 35.00 | $1.7k | 0% | Sep 2025 |
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| Wells Fargo & Company | 1.00 | $50.000000 | 100% | Sep 2025 |
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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 |
|---|---|---|---|
| Old Mission Capital | Jun 2025 | 33k | $1.6M |
| Elequin Capital | Jun 2025 | 33k | $1.6M |
| Manchester Financial | Jun 2025 | 19k | $932k |
| Citadel Advisors | Jun 2025 | 5.1k | $245k |
| Private Advisor | Jun 2025 | 5.1k | $243k |
| Diversified Portfolios | Jun 2025 | 4.4k | $210k |
| Rossby Financial, LCC | Jun 2025 | 3.0k | $144k |
| Chilton Capital Management | Jun 2025 | 2.8k | $134k |
| SRS Capital Advisors | Jun 2025 | 1.2k | $58k |