Institutional Ownership
First Tr Exch Traded Fd III
CUSIP 33739P863CALIF MUN INCMFCALQ1 2026
13D / 13G Filings
2
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
5.9%
Max % of class reported
Institutional Holders
77
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
2 filings · latest Oct 29, 2025
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 942.3K | $46.07M |
| 2 | Morgan Stanley | 229.0K | $11.19M |
| 3 | Composition Wealth, LLC | 143.5K | $7.01M |
| 4 | Citizens Business Bank | 118.8K | $5.81M |
| 5 | Westside Investment Management, Inc. | 105.9K | $5.18M |
| 6 | Guggenheim Capital LLC | 97.0K | $4.74M |
| 7 | Mariner, LLC | 91.3K | $4.46M |
| 8 | Cetera Investment Advisers | 86.3K | $4.22M |
| 9 | Ignite Planners, LLC | 59.9K | $2.93M |
| 10 | Magnus Financial Group LLC | 44.2K | $2.16M |