FCAL institutional holders
FIRST TR EXCH TRADED FD III · 13F, 2026Q2
| Managers holding | 87 |
|---|
| Shares held | 2,932,405 |
|---|
| Reported value | $145.3m |
|---|
| Quarter flows | 18 new, 30 added, 26 trimmed, 8 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| LPL Financial LLC | 1,032,799 | $51.3m | 0.0% |
| MORGAN STANLEY | 216,147 | $10.7m | 0.0% |
| Citizens Business Bank | 118,489 | $5.9m | 0.9% |
| Westside Investment Management, Inc. | 103,785 | $5.2m | 0.7% |
| GUGGENHEIM CAPITAL LLC | 93,217 | $4.6m | 0.0% |
| Cetera Investment Advisers | 86,212 | $4.3m | 0.0% |
| Ignite Planners, LLC | 80,134 | $3.7m | 0.5% |
| OSAIC HOLDINGS, INC. | 55,361 | $2.7m | 0.0% |
| Elequin Capital, LP | 54,092 | $2.7m | 0.1% |
| UBS Group AG | 45,083 | $2.2m | 0.0% |
| CHANNEL WEALTH LLC | 44,985 | $2.2m | 0.5% |
| Magnus Financial Group LLC | 44,624 | $2.2m | 0.2% |
| HighTower Advisors, LLC | 43,481 | $2.2m | 0.0% |
| Mariner, LLC | 42,483 | $2.1m | 0.0% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 37,730 | $1.9m | 0.4% |
| Stonebridge Financial Group, LLC/CA | 37,613 | $1.9m | 0.3% |
| Compound Planning, Inc. | 35,043 | $1.7m | 0.0% |
| Cerity Partners LLC | 34,375 | $1.7m | 0.0% |
| Hennion & Walsh Asset Management, Inc. | 33,563 | $1.7m | 0.0% |
| Composition Wealth, LLC | 33,370 | $1.7m | 0.0% |
| Golden State Wealth Management, LLC | 32,001 | $1.6m | 0.1% |
| Cambridge Investment Research Advisors, Inc. | 31,832 | $1.6m | 0.0% |
| MGO ONE SEVEN LLC | 31,195 | $1.5m | 0.0% |
| Southland Equity Partners LLC | 30,129 | $1.5m | 0.3% |
| Navigation Group, LLC | 29,536 | $1.5m | 0.3% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("FCAL"). FCAL price history · All 13F data
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