# FIRST TR EXCH TRADED FD III CALIF MUN INCM

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.

## Summary

- Issuer: FIRST TR EXCH TRADED FD III
- Class: CALIF MUN INCM
- CUSIP: 33739P863
- 13F holders: 91
- 13F value: $141.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 91 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/105644) | 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](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $2.2M | 43,481 |
| UBS Group AG | Zurich, V8 | $2.1M | 42,649 |
| [Running Point Capital Advisors, LLC](https://search.stillhousedata.com/firm/306275) | EL SEGUNDO, CA | $2.0M | 39,693 |
| INTEGRAL INVESTMENT ADVISORS, INC. | TURLOCK, CA | $1.9M | 37,730 |
| [Cerity Partners LLC](https://search.stillhousedata.com/firm/151559) | NEW YORK, NY | $1.8M | 36,279 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/33739P863.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.