Who Owns FIRST TR EXCH TRADED FD III (FCAL)? -- Institutional Holders (2026-06-30)

93 institutions reported holding $144.4M 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

来源：SEC 13F 申报文件 · 截至 2026-06-30