Who Owns FIRST TR EXCH TRADED FD III (FCAL)? -- Institutional Holders (2026-03-31)
85 institutions reported holding $138.1M of FIRST TR EXCH TRADED FD III (FCAL) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($46.1M), MORGAN STANLEY ($11.2M), Miracle Mile Advisors, LLC ($7.0M), Citizens Business Bank ($5.8M), Westside Investment Management, Inc. ($5.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $46.1M | 942,264 | Added |
| 2 | MORGAN STANLEY | $11.2M | 228,955 | Added |
| 3 | Miracle Mile Advisors, LLC | $7.0M | 143,476 | Trimmed |
| 4 | Citizens Business Bank | $5.8M | 118,812 | New |
| 5 | Westside Investment Management, Inc. | $5.2M | 105,885 | Trimmed |
| 6 | GUGGENHEIM CAPITAL LLC | $4.7M | 97,015 | Trimmed |
| 7 | Mariner, LLC | $4.5M | 91,324 | Added |
| 8 | Cetera Investment Advisers | $4.2M | 86,321 | Added |
| 9 | Ignite Planners, LLC | $2.9M | 59,874 | Trimmed |
| 10 | Magnus Financial Group LLC | $2.2M | 44,242 | Added |
| 11 | Compound Planning, Inc. | $2.1M | 43,679 | Added |
| 12 | UBS Group AG | $2.1M | 42,649 | Trimmed |
| 13 | CHANNEL WEALTH LLC | $2.0M | 41,084 | Added |
| 14 | Cerity Partners LLC | $1.8M | 36,279 | New |
| 15 | Southland Equity Partners LLC | $1.8M | 35,863 | Trimmed |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 35,388 | New |
| 17 | INTEGRAL INVESTMENT ADVISORS, INC. | $1.6M | 32,755 | Added |
| 18 | JANE STREET GROUP, LLC | $1.5M | 30,181 | Trimmed |
| 19 | Navigation Group, LLC | $1.4M | 29,536 | New |
| 20 | MGO ONE SEVEN LLC | $1.4M | 28,695 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $1.4M | 28,539 | Trimmed |
| 22 | HighTower Advisors, LLC | $1.4M | 28,122 | Added |
| 23 | Hennion & Walsh Asset Management, Inc. | $1.2M | 24,982 | Added |
| 24 | Rockefeller Capital Management L.P. | $1.2M | 24,085 | Trimmed |
| 25 | New Insight Wealth Advisors | $1.0M | 21,172 | Added |
Source: SEC Form 13F filings · as of 2026-03-31