Who Owns FIRST TR EXCH TRADED FD III (FCAL)? -- Institutional Holders (2026-06-30)
94 institutions reported holding $144.5M of FIRST TR EXCH TRADED FD III (FCAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($51.3M), MORGAN STANLEY ($10.7M), Citizens Business Bank ($5.9M), Westside Investment Management, Inc. ($5.2M), GUGGENHEIM CAPITAL LLC ($4.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $51.3M | 1.0M | Added |
| 2 | MORGAN STANLEY | $10.7M | 216,147 | Trimmed |
| 3 | Citizens Business Bank | $5.9M | 118,489 | Trimmed |
| 4 | Westside Investment Management, Inc. | $5.2M | 103,785 | Trimmed |
| 5 | GUGGENHEIM CAPITAL LLC | $4.6M | 93,217 | Trimmed |
| 6 | Cetera Investment Advisers | $4.3M | 86,212 | Trimmed |
| 7 | Ignite Planners, LLC | $3.7M | 80,134 | Added |
| 8 | OSAIC HOLDINGS, INC. | $2.7M | 55,361 | Added |
| 9 | Elequin Capital, LP | $2.7M | 54,092 | New |
| 10 | UBS Group AG | $2.2M | 45,083 | Added |
| 11 | CHANNEL WEALTH LLC | $2.2M | 44,985 | Added |
| 12 | Magnus Financial Group LLC | $2.2M | 44,624 | Added |
| 13 | HighTower Advisors, LLC | $2.2M | 43,481 | Added |
| 14 | Mariner, LLC | $2.1M | 42,483 | Trimmed |
| 15 | INTEGRAL INVESTMENT ADVISORS, INC. | $1.9M | 37,730 | Added |
| 16 | Stonebridge Financial Group, LLC/CA | $1.9M | 37,613 | New |
| 17 | Compound Planning, Inc. | $1.7M | 35,043 | Trimmed |
| 18 | Cerity Partners LLC | $1.7M | 34,375 | Trimmed |
| 19 | Hennion & Walsh Asset Management, Inc. | $1.7M | 33,563 | Added |
| 20 | Miracle Mile Advisors, LLC | $1.7M | 33,370 | Trimmed |
| 21 | Golden State Wealth Management, LLC | $1.6M | 32,001 | Added |
| 22 | MGO ONE SEVEN LLC | $1.5M | 31,195 | Added |
| 23 | Southland Equity Partners LLC | $1.5M | 30,129 | Trimmed |
| 24 | Navigation Group, LLC | $1.5M | 29,536 | Hold |
| 25 | Rockefeller Capital Management L.P. | $1.3M | 25,211 | Added |
Source: SEC Form 13F filings · as of 2026-06-30