Entruity Wealth »

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

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

Historical chart of Entruity Wealth 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 Entruity Wealth 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 Entruity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 21k 48.77
2025-06-30 $984k 21k 47.97
2025-03-31 $1.0M 21k 48.54

More positions owned by Entruity Wealth

Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Sprott Asset Management Physical Silver (PSLV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Capital Group Dividend Growe Shs Etf (CGDG)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Sprott Asset Management Physical Gold Tr (PHYS)
First Tr Exchange Traded S&p Intl Divid (FID)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Apple (AAPL)

View all positions for Entruity Wealth

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

LPL Financial
Morgan Stanley
Miracle Mile Advisors
Citizens Business Bank
Westside Investment Management
Guggenheim Capital, LLC Managers
Royal Bank of Canada
Cetera Investment Advisers
Southland Equity Partners
Ignite Planners
Mariner Wealth Advisors
Atomi Financial Group
Magnus Financial Group
UBS Group
Running Point Capital Advisors

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