First Tr Exch Traded Fd Iii calif mun incm shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii calif mun incm (FCAL) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in First Tr Exch Traded Fd Iii calif mun incm
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Quarterly reported holdings in First Tr Exch Traded Fd Iii calif mun incm by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $153k | 3.1k | 49.91 |
| 2023-09-30 | $145k | 3.1k | 47.24 |
| 2023-06-30 | $150k | 3.1k | 48.99 |
| 2023-03-31 | $77k | 1.6k | 49.22 |
| 2022-12-31 | $241k | 5.0k | 48.39 |
| 2022-09-30 | $46k | 986 | 46.65 |
| 2022-06-30 | $47k | 985 | 47.72 |
| 2022-03-31 | $50k | 984 | 50.81 |
| 2021-12-31 | $53k | 983 | 53.92 |
| 2021-09-30 | $53k | 983 | 53.92 |
| 2021-06-30 | $56k | 1.0k | 54.69 |
| 2021-03-31 | $54k | 1.0k | 53.31 |
| 2020-12-31 | $55k | 1.0k | 53.29 |
| 2020-09-30 | $54k | 1.0k | 52.38 |
| 2020-06-30 | $53k | 1.0k | 51.46 |
| 2020-03-31 | $49k | 959 | 51.09 |
| 2019-12-31 | $45k | 854 | 52.69 |
| 2019-09-30 | $45k | 854 | 52.69 |
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