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

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

Historical chart of New Insight 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 New Insight 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 New Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 25k 50.18
2024-06-30 $1.2M 23k 49.52
2024-03-31 $974k 20k 49.65
2023-12-31 $604k 12k 49.91

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View all positions for New Insight Wealth Advisors

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

Miracle Mile Advisors
LPL Financial
Royal Bank of Canada
Westside Investment Management
Citizens Business Bank
Cetera Investment Advisers
Ignite Planners
Southland Equity Partners
Mariner Wealth Advisors
Channel Wealth
UBS Group
Citadel Advisors
Atomi Financial Group
Running Point Capital Advisors
Magnus Financial Group

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