Institutional Ownership
First Tr Exch Traded Fd III
CUSIP 33739P863CALIF MUN INCMFCALQ1 2026
Institutional Holders
77
13F filers
Shares Held
2.83M
Aggregate institutional
Institutional Value
$135.97M
Q1 2026
Net New Holders
+0
7 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased25
Decreased29
Sold out7
Institutional Holders
77 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 942.3K | $46.07M | +69.5K | Added |
| 2 | Morgan Stanley | 229.0K | $11.19M | +10.5K | Added |
| 3 | Composition Wealth, LLC | 143.5K | $7.01M | −6.0K | Reduced |
| 4 | Citizens Business Bank | 118.8K | $5.81M | +118.8K | New |
| 5 | Westside Investment Management, Inc. | 105.9K | $5.18M | −730 | Reduced |
| 6 | Guggenheim Capital LLC | 97.0K | $4.74M | −1.2K | Reduced |
| 7 | Mariner, LLC | 91.3K | $4.46M | +40.7K | Added |
| 8 | Cetera Investment Advisers | 86.3K | $4.22M | +6.8K | Added |
| 9 | Ignite Planners, LLC | 59.9K | $2.93M | −508 | Reduced |
| 10 | Magnus Financial Group LLC | 44.2K | $2.16M | +148 | Added |
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