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
Download as csv
Download as Excel
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 | 1.0M | $51M | 10% | Jun 2026 |
|
| Morgan Stanley | 229k | $11M | 5% | Mar 2026 |
|
| Citizens Business Bank | 119k | $5.9M | 0% | Jun 2026 |
|
| Westside Investment Management | 104k | $5.2M | -2% | Jun 2026 |
|
| Guggenheim Capital, LLC Managers | 93k | $4.6M | -4% | Jun 2026 |
|
| Cetera Investment Advisers | 86k | $4.3M | 0% | Jun 2026 |
|
| Ignite Planners | 80k | $3.7M | 34% | Jun 2026 |
|
| Advisor Group Holdings | 55k | $2.7M | 94% | Jun 2026 |
|
| Elequin Capital | 54k | $2.7M | 100% | Jun 2026 |
|
| UBS Group | 45k | $2.2M | 6% | Jun 2026 |
|
| Channel Wealth | 45k | $2.2M | 9% | Jun 2026 |
|
| Magnus Financial Group | 45k | $2.2M | 1% | Jun 2026 |
|
| HighTower Advisors | 44k | $2.2M | 55% | Jun 2026 |
|
| Mariner Wealth Advisors | 43k | $2.1M | -53% | Jun 2026 |
|
| Integral Investment Advisors | 38k | $1.9M | 15% | Jun 2026 |
|
| Atomi Financial Group | 35k | $1.7M | -20% | Jun 2026 |
|
| HPM Partners | 34k | $1.7M | -5% | Jun 2026 |
|
| Hennion & Walsh Asset Management | 34k | $1.7M | 34% | Jun 2026 |
|
| Miracle Mile Advisors | 33k | $1.7M | -77% | Jun 2026 |
|
| Golden State Wealth Management | 32k | $1.6M | 75% | Jun 2026 |
|
| We Are One Seven | 31k | $1.5M | 9% | Jun 2026 |
|
| Southland Equity Partners | 30k | $1.5M | -16% | Jun 2026 |
|
| Navigation Group | 30k | $1.5M | 0% | Jun 2026 |
|
| Rockefeller Capital Management | 25k | $1.3M | 5% | Jun 2026 |
|
| Savvy Advisors | 20k | $1.0M | 100% | Jun 2026 |
|
| New Insight Wealth Advisors | 20k | $988k | -6% | Jun 2026 |
|
| Warren Street Wealth Advisors | 19k | $952k | 42% | Jun 2026 |
|
| Commonwealth Equity Services | 19k | $916k | 0% | Jun 2026 |
|
| Cascade Financial Partners | 18k | $899k | 100% | Jun 2026 |
|
| Mutual Advisors | 17k | $844k | -13% | Jun 2026 |
|
| Catalina Capital Group | 17k | $809k | 1% | Mar 2026 |
|
| WCG Wealth Advisors | 16k | $805k | 61% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 16k | $790k | -15% | Jun 2026 |
|
| Jane Street | 16k | $787k | -47% | Jun 2026 |
|
| Climber Capital SA | 15k | $725k | 0% | Jun 2026 |
|
| Precision Wealth Strategies | 14k | $668k | 100% | Jun 2026 |
|
| Kingswood Wealth Advisors | 13k | $641k | 192% | Jun 2026 |
|
| Raymond James Financial | 13k | $638k | 1% | Jun 2026 |
|
| Farther Finance Advisors | 13k | $621k | 14% | Jun 2026 |
|
| Guild Investment Management | 13k | $621k | 14% | Jun 2026 |
|
| Centaurus Financial | 12k | $595k | 0% | Jun 2026 |
|
| Perennial Investment Advisors | 12k | $575k | 23% | Jun 2026 |
|
| Private Advisor | 11k | $566k | 100% | Jun 2026 |
|
| Quantinno Capital Management | 11k | $531k | 0% | Jun 2026 |
|
| SRS Capital Advisors | 10k | $500k | 320% | Jun 2026 |
|
| CLG | 10k | $495k | -3% | Jun 2026 |
|
| Royal Bank of Canada | 9.9k | $493k | -29% | Jun 2026 |
|
| Inspire Advisors | 9.4k | $469k | 0% | Jun 2026 |
|
| D.A. Davidson & Co. | 9.3k | $460k | 0% | Jun 2026 |
|
| Silver Oak Securities | 9.2k | $454k | 100% | Jun 2026 |
|
| Crux Wealth Advisors | 8.7k | $432k | 100% | Jun 2026 |
|
| Tidemark | 8.6k | $425k | -2% | Jun 2026 |
|
| SeaCrest Wealth Management | 7.8k | $388k | 0% | Jun 2026 |
|
| WESPAC Advisors SoCal | 7.6k | $378k | -49% | Jun 2026 |
|
| Goss Wealth Management | 7.2k | $359k | 0% | Jun 2026 |
|
| Foronjy Financial | 7.1k | $352k | -23% | Jun 2026 |
|
| Entruity Wealth | 6.8k | $337k | -67% | Jun 2026 |
|
| Towerpoint Wealth | 6.8k | $336k | -3% | Jun 2026 |
|
| Blue Zone Wealth Advisors | 6.8k | $335k | -16% | Jun 2026 |
|
| ASL Financial | 6.2k | $306k | 0% | Jun 2026 |
|
| HCR Wealth Advisors | 6.1k | $302k | 100% | Jun 2026 |
|
| Steward Partners Investment Advisory | 5.3k | $263k | 0% | Jun 2026 |
|
| Argyle Capital Partners | 5.1k | $251k | 0% | Jun 2026 |
|
| Vaquero Private Wealth | 5.1k | $251k | 100% | Jun 2026 |
|
| Wedbush Morgan Securities | 5.0k | $247k | 100% | Jun 2026 |
|
| TriaGen Wealth Management | 4.6k | $230k | -12% | Jun 2026 |
|
| Wells Fargo & Company | 4.6k | $227k | 456500% | Jun 2026 |
|
| Citadel Advisors | 4.5k | $223k | 100% | Jun 2026 |
|
| Cypress Wealth Services | 4.5k | $222k | 1% | Jun 2026 |
|
| Gerald Baker Financial Group | 4.4k | $220k | 1% | Jun 2026 |
|
| ODonnell Financial Services | 4.1k | $203k | 100% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 4.1k | $203k | 100% | Jun 2026 |
|
| Johnson Bixby & Associates | 4.0k | $200k | 100% | Jun 2026 |
|
| Rossby Financial, LCC | 3.0k | $148k | 0% | Jun 2026 |
|
| Hanson McClain Advisors | 2.9k | $142k | 0% | Jun 2026 |
|
| Ameriflex Group | 1.8k | $92k | 0% | Jun 2026 |
|
| Private Trust Co Na | 1.6k | $79k | 1120% | Jun 2026 |
|
| IFG Advisory | 992.00 | $49k | 100% | Jun 2026 |
|
| Global Retirement Partners | 928.00 | $46k | 2% | Jun 2026 |
|
| Larson Financial Group | 900.00 | $45k | 0% | Jun 2026 |
|
| Fifth Third Bancorp | 893.00 | $44k | -6% | Jun 2026 |
|
| Summit Investment Advisors | 857.00 | $43k | 0% | Jun 2026 |
|
| Harbour Investments | 809.00 | $40k | 0% | Jun 2026 |
|
| Dunhill Financial | 288.00 | $14k | 0% | Jun 2026 |
|
| Assetmark | 266.00 | $13k | -1% | Jun 2026 |
|
| Spectrum Wealth Advisory Group | 16.00 | $811.000000 | 100% | Jun 2026 |
|
Who sold out of First Tr Exch Traded Fd Iii calif mun incm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Mar 2026 | 35k | $1.7M |
| Old Mission Capital | Mar 2026 | 20k | $962k |
| Flow Traders US | Mar 2026 | 12k | $594k |
| Clifford Swan Investment Counsel | Mar 2026 | 11k | $555k |
| Koshinski Asset Management | Dec 2025 | 10k | $493k |
| Envestnet Asset Management | Mar 2026 | 5.4k | $264k |
| Twin Peaks Wealth Advisors | Mar 2026 | 3.5k | $171k |
| Team Financial Group | Mar 2026 | 35.00 | $1.7k |