Blue Zone Wealth Advisors »

First Tr Exch Traded Fd Iii calif mun incm shares owned by Blue Zone Wealth Advisors

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

Historical chart of Blue Zone Wealth Advisors investment in First Tr Exch Traded Fd Iii calif mun incm

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exch Traded Fd Iii calif mun incm by Blue Zone Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $742k 15k 50.18

More positions owned by Blue Zone Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Alphabet Cap Stk Cl A (GOOGL)
AutoZone (AZO)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Microsoft Corporation (MSFT)
Stryker Corporation (SYK)
The Trade Desk Com Cl A (TTD)
Williams Companies (WMB)
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Equifax (EFX)
Visa Com Cl A (V)
salesforce (CRM)

View all positions for Blue Zone Wealth Advisors

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

Miracle Mile Advisors
LPL Financial
Morgan Stanley
Royal Bank of Canada
Citizens Business Bank
Westside Investment Management
Southland Equity Partners
Mariner Wealth Advisors
Cetera Investment Advisers
Channel Wealth
Old Mission Capital
Ignite Planners
Running Point Capital Advisors
Magnus Financial Group
Catalina Capital Group

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