Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / First Trust California Municipal High Income ETF
-
Shares outstanding
-
3,850,925
-
Number of holders
-
75
-
Total 13F shares, excl. options
-
4,353,024
-
Shares change
-
+7,297
-
Total reported value, excl. options
-
$211,179,229
-
Value change
-
+$195,869
-
Number of buys
-
39
-
Number of sells
-
-26
-
Price
-
$48.54
Significant Holders of First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF (FCAL) as of Q1 2025
81 filings reported holding FCAL - First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF as of Q1 2025.
First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF (FCAL) has 75 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,353,024 shares
.
Largest 10 shareholders include Miracle Mile Advisors, LLC (1,999,125 shares), LPL Financial LLC (717,461 shares), MORGAN STANLEY (198,170 shares), ROYAL BANK OF CANADA (130,218 shares), Citizens Business Bank (123,075 shares), Westside Investment Management, Inc. (103,035 shares), GUGGENHEIM CAPITAL LLC (84,513 shares), Cetera Investment Advisers (56,000 shares), Ignite Planners, LLC (46,136 shares), and Mariner, LLC (42,344 shares).
This table shows the top 75 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.