Who owns First Tr Exch Traded Fd Iii calif mun incm?
- Ticker: FCAL
- CUSIP Number: 33739p863
Tip: Access positions for across all investors
Analyze quarterly positions in First Tr Exch Traded Fd Iii calif mun incm with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Tr Exch Traded Fd Iii calif mun incm stock
Who bought or sold First Tr Exch Traded Fd Iii calif mun incm this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Miracle Mile Advisors | 1.3M | $66M | 31% | Mar 2024 |
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| LPL Financial | 582k | $29M | 35% | Mar 2024 |
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| Morgan Stanley | 192k | $10M | 25% | Mar 2024 |
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| Rockefeller Capital Management | 159k | $7.9M | 1% | Dec 2023 |
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| Goldman Sachs Group | 113k | $5.6M | 100% | Mar 2024 |
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| Citizens Business Bank | 90k | $4.5M | -21% | Mar 2024 |
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| Susquehanna International | 87k | $4.3M | 100% | Mar 2024 |
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| Westside Investment Management | 86k | $4.3M | -1% | Mar 2024 |
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| Royal Bank of Canada | 80k | $4.0M | 31% | Mar 2024 |
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| Southland Equity Partners | 56k | $2.8M | 25% | Mar 2024 |
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| Jane Street | 56k | $2.8M | 100% | Mar 2024 |
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| Mariner Wealth Advisors | 38k | $1.9M | 14% | Mar 2024 |
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| Catalina Capital Group | 32k | $1.6M | -5% | Mar 2024 |
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| UBS Group | 32k | $1.6M | 2% | Mar 2024 |
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| Running Point Capital Advisors | 31k | $1.5M | 33% | Mar 2024 |
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| Advisor Group Holdings | 31k | $1.5M | -8% | Mar 2024 |
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| Mutual Advisors | 30k | $1.5M | 2% | Mar 2024 |
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| Magnus Financial Group | 29k | $1.4M | 3% | Mar 2024 |
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| Tidemark | 27k | $1.3M | 6% | Mar 2024 |
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| Integral Investment Advisors | 22k | $1.1M | 45% | Mar 2024 |
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| Cambridge Investment Research Advisors | 21k | $1.1M | 3% | Mar 2024 |
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| Manchester Financial | 21k | $1.0M | 0% | Mar 2024 |
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| Envestnet Asset Management | 20k | $999k | 14% | Mar 2024 |
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| New Insight Wealth Advisors | 20k | $974k | 62% | Mar 2024 |
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| Signature Securities Group Corporation | 19k | $965k | 1% | Mar 2024 |
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| Commonwealth Equity Services | 17k | $865k | 79% | Mar 2024 |
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| HighTower Advisors | 14k | $709k | -27% | Mar 2024 |
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| Gts Securities | 12k | $617k | 72% | Mar 2024 |
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| TriaGen Wealth Management | 12k | $610k | -1% | Mar 2024 |
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| Warren Street Wealth Advisors | 9.4k | $468k | 0% | Mar 2024 |
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| Channel Wealth | 9.2k | $459k | 100% | Mar 2024 |
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| Towerpoint Wealth | 8.7k | $430k | 37% | Mar 2024 |
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| Twin Peaks Wealth Advisors | 8.1k | $401k | -40% | Mar 2024 |
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| We Are One Seven | 8.0k | $399k | 100% | Dec 2023 |
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| Perennial Investment Advisors | 6.3k | $312k | -56% | Mar 2024 |
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| EP Wealth Advisors | 6.2k | $308k | 100% | Dec 2023 |
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| Atria Wealth Solutions | 5.6k | $276k | 100% | Mar 2024 |
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| H D Vest Advisory Services | 4.9k | $245k | 100% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 4.8k | $238k | 14% | Mar 2024 |
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| Hanson McClain Advisors | 4.7k | $233k | -68% | Mar 2024 |
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| Cypress Wealth Services | 4.3k | $211k | 0% | Mar 2024 |
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| Private Advisor | 4.1k | $205k | 1% | Mar 2024 |
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| Harbour Investments | 4.1k | $206k | 17% | Dec 2023 |
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| Johnson Bixby & Associates | 4.0k | $200k | 100% | Mar 2024 |
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| Summit Investment Advisors | 3.0k | $151k | -1% | Mar 2024 |
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| Chilton Capital Management | 1.4k | $70k | 0% | Mar 2024 |
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| Global Retirement Partners | 864.00 | $43k | -4% | Mar 2024 |
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| Private Trust Co Na | 331.00 | $16k | 50% | Mar 2024 |
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| Dunhill Financial | 272.00 | $14k | 1% | Mar 2024 |
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| Wells Fargo & Company | 1.00 | $65.000000 | -100% | Mar 2024 |
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Who sold out of First Tr Exch Traded Fd Iii calif mun incm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Integrated Wealth Concepts | Sep 2023 | 25k | $1.2M |
| Flow Traders US | Dec 2023 | 22k | $1.1M |
| Stratos Wealth Advisors | Dec 2023 | 6.4k | $317k |
| Kestra Advisory Services | Sep 2023 | 6.0k | $285k |
| Advisor Resource Council | Dec 2023 | 4.3k | $213k |
| Signature Estate and Investment Advisors | Dec 2023 | 4.0k | $200k |
| Team Financial Group | Dec 2023 | 35.00 | $1.7k |