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 | 873k | $43M | 3% | Dec 2025 |
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| Goss Wealth Management | 314k | $5.9M | 4304% | Dec 2025 |
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| Miracle Mile Advisors | 150k | $7.4M | -2% | Dec 2025 |
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| Westside Investment Management | 107k | $5.3M | -3% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 98k | $4.8M | -4% | Dec 2025 |
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| Cetera Investment Advisers | 80k | $3.9M | 7% | Dec 2025 |
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| Royal Bank of Canada | 75k | $3.7M | -2% | Sep 2025 |
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| Jane Street | 73k | $3.6M | 341% | Dec 2025 |
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| Rockefeller Capital Management | 67k | $3.3M | 235% | Dec 2025 |
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| Ignite Planners | 60k | $3.0M | 14% | Dec 2025 |
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| Mariner Wealth Advisors | 51k | $2.5M | 7% | Dec 2025 |
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| Magnus Financial Group | 44k | $2.2M | 2% | Dec 2025 |
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| Southland Equity Partners | 43k | $2.1M | -20% | Dec 2025 |
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| UBS Group | 43k | $2.1M | 8% | Dec 2025 |
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| Atomi Financial Group | 42k | $2.1M | -7% | Dec 2025 |
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| Running Point Capital Advisors | 40k | $2.0M | 9% | Dec 2025 |
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| Channel Wealth | 35k | $1.7M | 56% | Dec 2025 |
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| Advisor Group Holdings | 33k | $1.6M | -3% | Dec 2025 |
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| Integral Investment Advisors | 33k | $1.6M | 6% | Dec 2025 |
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| We Are One Seven | 29k | $1.4M | -3% | Dec 2025 |
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| HighTower Advisors | 27k | $1.3M | 1% | Dec 2025 |
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| Entruity Wealth | 21k | $1.0M | 2% | Dec 2025 |
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| Mutual Advisors | 20k | $993k | -7% | Dec 2025 |
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| Golden State Wealth Management | 20k | $964k | 14% | Dec 2025 |
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| Commonwealth Equity Services | 19k | $944k | 1% | Dec 2025 |
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| WESPAC Advisors SoCal | 19k | $910k | 21% | Dec 2025 |
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| Cambridge Investment Research Advisors | 18k | $897k | -2% | Dec 2025 |
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| New Insight Wealth Advisors | 18k | $896k | 39% | Dec 2025 |
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| Hennion & Walsh Asset Management | 18k | $894k | 151% | Dec 2025 |
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| Catalina Capital Group | 16k | $810k | -5% | Dec 2025 |
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| Envestnet Portfolio Solutions | 15k | $736k | -27% | Dec 2025 |
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| Climber Capital SA | 15k | $721k | 0% | Dec 2025 |
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| Flow Traders US | 12k | $599k | 0% | Dec 2025 |
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| Centaurus Financial | 12k | $591k | 0% | Dec 2025 |
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| Raymond James Financial | 12k | $587k | 7% | Dec 2025 |
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| Warren Street Wealth Advisors | 12k | $572k | 28% | Dec 2025 |
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| Clifford Swan Investment Counsel | 11k | $559k | 0% | Dec 2025 |
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| Farther Finance Advisors | 11k | $542k | 38% | Dec 2025 |
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| Guild Investment Management | 11k | $542k | 38% | Dec 2025 |
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| Blue Zone Wealth Advisors | 11k | $542k | -21% | Dec 2025 |
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| WCG Wealth Advisors | 11k | $531k | 100% | Dec 2025 |
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| Quantinno Capital Management | 11k | $527k | 118% | Dec 2025 |
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| Tidemark | 11k | $521k | -7% | Dec 2025 |
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| Foronjy Financial | 10k | $498k | -39% | Dec 2025 |
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| Koshinski Asset Management | 10k | $493k | -10% | Dec 2025 |
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| Inspire Advisors | 9.0k | $442k | 0% | Dec 2025 |
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| CLG | 8.9k | $439k | 25% | Dec 2025 |
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| D.A. Davidson & Co. | 7.8k | $384k | -1% | Dec 2025 |
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| SeaCrest Wealth Management | 7.7k | $384k | 31% | Dec 2025 |
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| Perennial Investment Advisors | 7.5k | $370k | 0% | Dec 2025 |
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| Towerpoint Wealth | 7.1k | $349k | -1% | Dec 2025 |
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| FF Advisors | 6.7k | $331k | 100% | Dec 2025 |
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| Equitable Holdings | 6.2k | $305k | -5% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 6.0k | $298k | 7% | Dec 2025 |
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| Kingswood Wealth Advisors | 5.5k | $273k | 7% | Dec 2025 |
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| TriaGen Wealth Management | 5.5k | $272k | -4% | Dec 2025 |
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| Steward Partners Investment Advisory | 5.1k | $252k | 0% | Dec 2025 |
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| Argyle Capital Partners | 5.1k | $249k | 0% | Dec 2025 |
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| Envestnet Asset Management | 4.8k | $238k | -22% | Dec 2025 |
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| Integrity Financial Corp | 4.7k | $234k | -6% | Dec 2025 |
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| Signature Securities Group Corporation | 4.5k | $220k | -20% | Dec 2025 |
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| Cypress Wealth Services | 4.4k | $217k | 1% | Dec 2025 |
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| Hanson McClain Advisors | 3.0k | $149k | 119% | Dec 2025 |
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| Rossby Financial, LCC | 3.0k | $147k | 100% | Dec 2025 |
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| Ameriflex Group | 1.8k | $90k | -41% | Dec 2025 |
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| Kestra Advisory Services | 1.4k | $70k | 100% | Dec 2025 |
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| SRS Capital Advisors | 1.2k | $59k | 100% | Dec 2025 |
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| Brian McDonald | 992.00 | $49k | 1% | Dec 2025 |
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| Global Retirement Partners | 913.00 | $45k | 1% | Dec 2025 |
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| Harbour Investments | 902.00 | $45k | -39% | Dec 2025 |
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| Larson Financial Group | 900.00 | $44k | 0% | Dec 2025 |
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| Summit Investment Advisors | 857.00 | $42k | 0% | Dec 2025 |
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| Assetmark | 401.00 | $20k | 100% | Dec 2025 |
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| Dunhill Financial | 288.00 | $14k | 1% | Dec 2025 |
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| Private Trust Co Na | 131.00 | $6.5k | -89% | Dec 2025 |
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| Team Financial Group | 35.00 | $1.7k | 0% | Dec 2025 |
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| Wells Fargo & Company | 1.00 | $45.000000 | 0% | Dec 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 |
|---|---|---|---|
| Citizens Business Bank | Sep 2025 | 125k | $6.1M |
| Susquehanna International | Sep 2025 | 7.9k | $387k |
| EP Wealth Advisors | Jun 2025 | 6.2k | $296k |
| Citadel Advisors | Jun 2025 | 5.1k | $245k |
| Twin Peaks Wealth Advisors | Sep 2025 | 4.8k | $234k |