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 | 942k | $46M | 8% | Mar 2026 |
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| Morgan Stanley | 229k | $11M | 5% | Mar 2026 |
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| Miracle Mile Advisors | 144k | $7.0M | -4% | Mar 2026 |
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| Citizens Business Bank | 119k | $5.8M | 100% | Mar 2026 |
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| Westside Investment Management | 106k | $5.2M | -1% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 97k | $4.7M | -1% | Mar 2026 |
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| Mariner Wealth Advisors | 91k | $4.5M | 80% | Mar 2026 |
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| Cetera Investment Advisers | 86k | $4.2M | 9% | Mar 2026 |
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| Ignite Planners | 60k | $2.9M | -1% | Mar 2026 |
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| Magnus Financial Group | 44k | $2.2M | 0% | Mar 2026 |
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| UBS Group | 43k | $2.1M | -1% | Mar 2026 |
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| Atomi Financial Group | 42k | $2.1M | -7% | Dec 2025 |
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| Channel Wealth | 41k | $2.0M | 19% | Mar 2026 |
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| Running Point Capital Advisors | 40k | $2.0M | 9% | Dec 2025 |
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| HPM Partners | 36k | $1.8M | 100% | Mar 2026 |
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| Southland Equity Partners | 36k | $1.8M | -17% | Mar 2026 |
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| Integral Investment Advisors | 33k | $1.6M | 1% | Mar 2026 |
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| Advisor Group Holdings | 33k | $1.6M | -3% | Dec 2025 |
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| Jane Street | 30k | $1.5M | -58% | Mar 2026 |
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| Navigation Group | 30k | $1.4M | 100% | Mar 2026 |
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| We Are One Seven | 29k | $1.4M | -3% | Dec 2025 |
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| HighTower Advisors | 28k | $1.4M | 5% | Mar 2026 |
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| Hennion & Walsh Asset Management | 25k | $1.2M | 38% | Mar 2026 |
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| Rockefeller Capital Management | 24k | $1.2M | -64% | Mar 2026 |
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| New Insight Wealth Advisors | 21k | $1.0M | 17% | Mar 2026 |
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| Entruity Wealth | 21k | $1.0M | -2% | Mar 2026 |
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| Mutual Advisors | 20k | $958k | -3% | Mar 2026 |
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| Cambridge Investment Research Advisors | 19k | $914k | 3% | Mar 2026 |
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| Commonwealth Equity Services | 18k | $901k | -4% | Mar 2026 |
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| Golden State Wealth Management | 18k | $894k | -6% | Mar 2026 |
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| Catalina Capital Group | 17k | $809k | 1% | Mar 2026 |
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| WESPAC Advisors SoCal | 15k | $724k | -20% | Mar 2026 |
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| Climber Capital SA | 15k | $715k | 0% | Mar 2026 |
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| Royal Bank of Canada | 14k | $684k | -81% | Mar 2026 |
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| Warren Street Wealth Advisors | 14k | $659k | 16% | Mar 2026 |
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| Flow Traders US | 12k | $594k | 0% | Mar 2026 |
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| Centaurus Financial | 12k | $586k | 0% | Mar 2026 |
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| Raymond James Financial | 12k | $587k | 7% | Dec 2025 |
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| Clifford Swan Investment Counsel | 11k | $555k | 0% | Mar 2026 |
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| Farther Finance Advisors | 11k | $539k | 0% | Mar 2026 |
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| Guild Investment Management | 11k | $538k | 0% | Mar 2026 |
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| Quantinno Capital Management | 11k | $523k | 0% | Mar 2026 |
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| WCG Wealth Advisors | 10k | $492k | -6% | Mar 2026 |
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| Inspire Advisors | 9.4k | $460k | 5% | Mar 2026 |
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| Perennial Investment Advisors | 9.4k | $459k | 25% | Mar 2026 |
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| D.A. Davidson & Co. | 9.3k | $455k | 19% | Mar 2026 |
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| Foronjy Financial | 9.3k | $453k | -8% | Mar 2026 |
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| CLG | 8.9k | $439k | 25% | Dec 2025 |
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| Tidemark | 8.7k | $427k | -17% | Mar 2026 |
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| Blue Zone Wealth Advisors | 8.0k | $391k | -27% | Mar 2026 |
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| SeaCrest Wealth Management | 7.8k | $380k | 0% | Mar 2026 |
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| Goss Wealth Management | 7.2k | $353k | -98% | Mar 2026 |
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| Towerpoint Wealth | 7.0k | $340k | -2% | Mar 2026 |
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| ASL Financial | 6.2k | $301k | 100% | Mar 2026 |
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| Envestnet Asset Management | 5.4k | $264k | 12% | Mar 2026 |
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| Steward Partners Investment Advisory | 5.3k | $259k | 4% | Mar 2026 |
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| TriaGen Wealth Management | 5.3k | $257k | -5% | Mar 2026 |
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| Argyle Capital Partners | 5.1k | $247k | 0% | Mar 2026 |
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| Integrity Financial Corp | 4.7k | $234k | -6% | Dec 2025 |
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| Cypress Wealth Services | 4.4k | $217k | 1% | Mar 2026 |
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| Kingswood Wealth Advisors | 4.4k | $216k | -20% | Mar 2026 |
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| Gerald Baker Financial Group | 4.4k | $215k | 100% | Mar 2026 |
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| Twin Peaks Wealth Advisors | 3.5k | $171k | 100% | Mar 2026 |
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| Hanson McClain Advisors | 3.0k | $149k | 119% | Dec 2025 |
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| Rossby Financial, LCC | 3.0k | $146k | 0% | Mar 2026 |
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| SRS Capital Advisors | 2.4k | $117k | 100% | Mar 2026 |
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| Ameriflex Group | 1.8k | $90k | -41% | Dec 2025 |
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| Brian McDonald | 992.00 | $49k | 1% | Dec 2025 |
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| Fifth Third Bancorp | 954.00 | $47k | 100% | Mar 2026 |
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| Global Retirement Partners | 913.00 | $45k | 1% | 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% | Mar 2026 |
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| Harbour Investments | 805.00 | $39k | -11% | Mar 2026 |
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| Dunhill Financial | 288.00 | $14k | 0% | Mar 2026 |
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| Assetmark | 268.00 | $13k | -33% | Mar 2026 |
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| Private Trust Co Na | 131.00 | $6.4k | 0% | Mar 2026 |
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| Team Financial Group | 35.00 | $1.7k | 0% | Mar 2026 |
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| Wells Fargo & Company | 1.00 | $48.000000 | 0% | Mar 2026 |
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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 |
|---|---|---|---|
| Envestnet Portfolio Solutions | Dec 2025 | 15k | $736k |
| Koshinski Asset Management | Dec 2025 | 10k | $493k |
| Susquehanna International | Sep 2025 | 7.9k | $387k |
| FF Advisors | Dec 2025 | 6.7k | $331k |
| Equitable Holdings | Dec 2025 | 6.2k | $305k |
| Wealth Enhancement Advisory Services | Dec 2025 | 6.0k | $298k |
| Signature Securities Group Corporation | Dec 2025 | 4.5k | $220k |
| Kestra Advisory Services | Dec 2025 | 1.4k | $70k |