Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / First Trust California Municipal High Income ETF
-
Shares outstanding
-
3,850,925
-
Number of holders
-
52
-
Total 13F shares, excl. options
-
2,678,797
-
Shares change
-
+451,452
-
Total reported value, excl. options
-
$133,698,473
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Value change
-
+$22,916,224
-
Number of buys
-
31
-
Number of sells
-
17
-
Price
-
$49.91
Institutional Holders of First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF (FCAL) as of Q4 2023
As of 31 Dec 2023 First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF (FCAL) had 58 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,678,797 shares of stock of the company.
Largest 10 holders included Miracle Mile Advisors, LLC, LPL Financial LLC, MORGAN STANLEY, Rockefeller Capital Management L.P., Citizens Business Bank, Westside Investment Management, Inc., ROYAL BANK OF CANADA, Southland Equity Partners LLC, Catalina Capital Group, LLC, and Mariner, LLC.
This table shows 58 institutional shareholders of the security as of 31 Dec 2023.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.