FIRST TR EXCH TRADED FD III CALIF MUN INCM is a security (CUSIP 33739P863) tracked across SEC portfolio filings. 91 institutional managers reported $141.0M on Form 13F as of 2026-06-30.
Showing 15 of 91 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $46.1M | 942,264 |
| MORGAN STANLEY | NEW YORK, NY | $11.2M | 228,955 |
| Citizens Business Bank | ONTARIO, CA | $5.9M | 118,489 |
| GUGGENHEIM CAPITAL LLC | Chicago, IL | $4.7M | 97,015 |
| Mariner, LLC | Overland Park, KS | $4.5M | 91,324 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $4.2M | 86,321 |
| Westside Investment Management, Inc. | SANTA MONICA, CA | $4.0M | 81,085 |
| Ignite Planners, LLC | SAN CLEMENTE, CA | $3.7M | 80,134 |
| CHANNEL WEALTH LLC | SANTA BARBARA, CA | $2.2M | 44,985 |
| Magnus Financial Group LLC | NEW YORK, NY | $2.2M | 44,624 |
| HighTower Advisors, LLC | CHICAGO, IL | $2.2M | 43,481 |
| UBS Group AG | Zurich, V8 | $2.1M | 42,649 |
| Running Point Capital Advisors, LLC | EL SEGUNDO, CA | $2.0M | 39,693 |
| INTEGRAL INVESTMENT ADVISORS, INC. | TURLOCK, CA | $1.9M | 37,730 |
| Cerity Partners LLC | NEW YORK, NY | $1.8M | 36,279 |