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

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

Historical chart of EP 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 EP Wealth Advisors 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $308k 6.2k 49.91