Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / First Trust California Municipal High Income ETF
-
Shares outstanding
-
3,850,925
-
Number of holders
-
80
-
Total 13F shares, excl. options
-
4,570,287
-
Shares change
-
+199,115
-
Total reported value, excl. options
-
$219,200,592
-
Value change
-
+$9,524,542
-
Number of buys
-
41
-
Number of sells
-
-27
-
Price
-
$47.97
Significant Holders of First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF (FCAL) as of Q2 2025
86 filings reported holding FCAL - First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF as of Q2 2025.
First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF (FCAL) has 80 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,570,287 shares
.
Largest 10 shareholders include Miracle Mile Advisors, LLC (1,971,695 shares), LPL Financial LLC (787,882 shares), MORGAN STANLEY (210,892 shares), Citizens Business Bank (125,718 shares), Westside Investment Management, Inc. (110,095 shares), GUGGENHEIM CAPITAL LLC (105,477 shares), JANE STREET GROUP, LLC (88,954 shares), Royal Bank of Canada (76,309 shares), Cetera Investment Advisers (65,904 shares), and Mariner, LLC (59,653 shares).
This table shows the top 80 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.