Q3 2024 13F Holders as of 30 Sep 2024
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Type / Class
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Equity / First Trust California Municipal High Income ETF
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Shares outstanding
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3,850,925
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Total 13F shares
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3,892,803
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Share change
-
+234,569
-
Total reported value
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$195,321,739
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Price per share
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$50.18
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Number of holders
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59
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Value change
-
+$11,808,456
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Number of buys
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35
-
Number of sells
-
22
Institutional Holders of First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF (FCAL) as of Q3 2024
As of 30 Sep 2024 First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF (FCAL) had 59 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,892,803 shares of stock of the company.
Largest 10 holders included Miracle Mile Advisors, LLC, LPL Financial LLC, MORGAN STANLEY, Royal Bank of Canada, Citizens Business Bank, Westside Investment Management, Inc., Southland Equity Partners LLC, Cetera Investment Advisers, Mariner, LLC, and CHANNEL WEALTH LLC.
This table shows 59 institutional shareholders of the security as of 30 Sep 2024.
| 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.