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First Tr Exch Traded Fd Iii calif mun incm shares owned by Assetmark

Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii calif mun incm (FCAL) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in First Tr Exch Traded Fd Iii calif mun incm

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All positions including First Tr Exch Traded Fd Iii calif mun incm held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exch Traded Fd Iii calif mun incm by Assetmark

Quarter filed Position value Share count Share price at filing
2025-12-31 $20k 401 49.27

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Top funds holding First Tr Exch Traded Fd Iii calif mun incm

LPL Financial
Goss Wealth Management
Miracle Mile Advisors
Westside Investment Management
Guggenheim Capital, LLC Managers
Cetera Investment Advisers
Royal Bank of Canada
Jane Street
Rockefeller Capital Management
Ignite Planners
Mariner Wealth Advisors
Magnus Financial Group
Southland Equity Partners
UBS Group
Atomi Financial Group

View all funds holding First Tr Exch Traded Fd Iii calif mun incm