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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
2024-03-31 $974k 20k 49.65
2023-12-31 $604k 12k 49.91

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

Miracle Mile Advisors
LPL Financial
Morgan Stanley
Goldman Sachs Group
Citizens Business Bank
Susquehanna International
Westside Investment Management
Royal Bank of Canada
Southland Equity Partners
Jane Street
Mariner Wealth Advisors
Cetera Investment Advisers
Catalina Capital Group
UBS Group
Running Point Capital Advisors

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