Twin Peaks Wealth Advisors »

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

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

Historical chart of Twin Peaks 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 Twin Peaks Wealth Advisors 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $684k 14k 50.18
2024-06-30 $642k 13k 49.52
2024-03-31 $401k 8.1k 49.65
2023-12-31 $671k 13k 49.91

More positions owned by Twin Peaks Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Meta Platforms Cl A (META)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Twin Peaks 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