Skip to content
Disclosery

FCAL FIRST TR EXCH TRADED FD III

Follow

CALIF MUN INCM (fund)

77 managers (77 13F filers) reported a position in FCAL shares at 2026-03-31, 2,830,778 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
77
13F filers
77
New
7
Added
25
Reduced
29
Sold out
7
Shares held by filers
2,830,778

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC942,264$46.1M0.01%+69,45413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY228,955$11.2M<0.01%+10,53213F-HRTimelineGroup
Composition Wealth, LLC143,476$7.01M0.1%-6,02413F-HRTimeline
Citizens Business Bank118,812$5.81M0.95%new13F-HRTimeline
Westside Investment Management, Inc.105,885$5.18M0.79%-73013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC97,015$4.74M0.04%-1,24913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC91,324$4.46M0.01%+40,72013F-HRTimelineGroup
Cetera Investment Advisers86,321$4.22M<0.01%+6,76313F-HRTimeline
Ignite Planners, LLC59,874$2.93M0.45%-50813F-HRTimeline
Magnus Financial Group LLC44,242$2.16M0.18%+14813F-HRTimeline
Compound Planning, Inc.43,679$2.14M0.07%+1,72613F-HRTimeline
UBS Group AGin group UBS Group AG42,649$2.09M<0.01%-60313F-HRTimelineGroup
CHANNEL WEALTH LLC41,084$2.01M0.49%+6,57513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC36,279$1.77M<0.01%new13F-HRTimelineGroup
Southland Equity Partners LLC35,863$1.75M0.34%-7,57613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,388$1.73M<0.01%new13F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.32,755$1.6M0.4%+25013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,181$1.48M<0.01%-42,31013F-HRTimelineGroup
Navigation Group, LLC29,536$1.44M0.34%13F-HRTimeline
MGO ONE SEVEN LLC28,695$1.4M0.03%-18013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,539$1.4M<0.01%-4,13213F-HRTimelineGroup
HighTower Advisors, LLC28,122$1.37M<0.01%+1,37013F-HRTimeline
Hennion & Walsh Asset Management, Inc.24,982$1.22M0.04%+6,85413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,085$1.18M<0.01%-42,88613F-HRTimelineGroup
New Insight Wealth Advisors21,172$1.04M0.37%+3,01013F-HRTimeline
Entruity Wealth, LLC20,766$1.02M0.69%-33513F-HRTimeline
OLD MISSION CAPITAL LLC19,668$962K0.02%new13F-HRTimeline
Mutual Advisors, LLC19,602$958K0.02%-52813F-HRTimeline
Cambridge Investment Research Advisors,…18,692$914K<0.01%+50913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,428$901K<0.01%-71813F-HRTimeline
Golden State Wealth Management, LLC18,275$893K0.1%-1,26613F-HRTimeline
Catalina Capital Group, LLC16,540$809K0.5%+12313F-HRTimeline
WESPAC Advisors SoCal, LLC14,801$724K0.15%-3,65913F-HRTimeline
Climber Capital SA14,635$715K0.47%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,998$684K<0.01%-55,91113F-HRTimelineGroup
Warren Street Wealth Advisors, LLC13,481$659K0.17%+1,87713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,732$622K<0.01%+83013F-HRTimelineGroup
FLOW TRADERS U.S. LLC12,152$594K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.11,985$586K0.03%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC11,345$555K0.02%013F-HRTimeline
Farther Finance Advisors, LLC11,000$539K0.01%013F-HRTimeline
Guild Investment Management, Inc.11,000$538K0.38%013F-HRTimeline
Quantinno Capital Management LP10,696$523K<0.01%013F-HRTimeline
CLG LLC10,286$503K0.12%+1,37813F-HRTimeline
WCG Wealth Advisors LLC10,070$492K0.01%-69613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC9,402$460K0.04%+43913F-HRTimelineGroup
Perennial Investment Advisors, LLC9,389$459K0.04%+1,87813F-HRTimeline
D.A. DAVIDSON & CO.9,299$455K<0.01%+1,51113F-HRTimeline
FORONJY FINANCIAL LLC9,256$453K0.19%-83813F-HRTimeline
Tidemark, LLC8,743$427K0.11%-1,81813F-HRTimeline
Blue Zone Wealth Advisors, LLC8,000$391K0.08%-3,00013F-HRTimeline
SeaCrest Wealth Management, LLC7,776$380K0.04%+3013F-HRTimeline
NewEdge Advisors, LLC7,222$353K<0.01%-306,85113F-HR/ATimeline
Towerpoint Wealth, LLC6,950$340K0.14%-12713F-HRTimeline
ASL Financial, LLC6,160$301K0.24%-1,25013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,399$264K-14,363Timeline
Steward Partners Investment Advisory, L…5,300$259K<0.01%+20013F-HRTimeline
TriaGen Wealth Management LLC5,259$257K0.07%-26413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,199$255K<0.01%-84513F-HRTimeline
Argyle Capital Partners, LLC5,051$247K0.18%013F-HRTimeline
Cypress Wealth Services, LLC4,428$217K0.03%+3713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,423$216K0.01%-1,11613F-HRTimeline
Gerald Baker Financial Group LLC4,396$215K0.07%13F-HR/ATimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,494$171K0.04%new13F-HRTimeline
Rossby Financial, LCC2,971$146K0.03%013F-HRTimeline
Allworth Financial LP2,857$140K<0.01%-16313F-HRTimeline
Arax Advisory Partners2,400$117K<0.01%+1,20013F-HRTimeline
AMERIFLEX GROUP, INC.1,836$89.8K0.05%+913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…954$46.7K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC900$44K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…857$41.9K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.805$39.4K<0.01%-9713F-HRTimeline
Dunhill Financial, LLC288$14.1K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC268$13.1K<0.01%-13313F-HRTimelineGroup
PRIVATE TRUST CO NA131$6.41K<0.01%013F-HRTimeline
Team Financial Group, LLC35$1.71K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$48<0.01%013F-HR/ATimelineGroup