First Tr Exch Traded Fund III (FCAL): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of FCAL (all 13F filers)
- LPL Financial1.0 MWealth adviser+91 K
- Morgan Stanley216 KBank or trading desk−13 K
- Citizens Business Bank118 KBank or trading desk−323
- Westside Investment Management104 KType not verified−2,100
- Guggenheim Capital93 KType not verified−3,798
- Cetera Investment Advisers86 KWealth adviser−109
- Ignite Planners80 KType not verified+20 K
- Osaic Holdings55 KWealth adviser+27 K
- Elequin Capital54 KType not verified+54 K
- UBS Group45 KBank or trading desk+2,434
- Shares
- 1.0 M
- Change
- +91 K
See more
- Type
- Wealth adviser
- Value
- $51.3M
- Shares
- 216 K
- Change
- −13 K
See more
- Type
- Bank or trading desk
- Value
- $10.7M
- Citizens Business Bank
- Shares
- 118 K
- Change
- −323
See more
- Type
- Bank or trading desk
- Value
- $5.9M
- Westside Investment Management
- Shares
- 104 K
- Change
- −2,100
See more
- Type
- Type not verified
- Value
- $5.2M
- Shares
- 93 K
- Change
- −3,798
See more
- Type
- Type not verified
- Value
- $4.6M
- Shares
- 86 K
- Change
- −109
See more
- Type
- Wealth adviser
- Value
- $4.3M
- Ignite Planners
- Shares
- 80 K
- Change
- +20 K
See more
- Type
- Type not verified
- Value
- $3.7M
- Shares
- 55 K
- Change
- +27 K
See more
- Type
- Wealth adviser
- Value
- $2.7M
- Elequin Capital
- Shares
- 54 K
- Change
- +54 K
See more
- Type
- Type not verified
- Value
- $2.7M
- Shares
- 45 K
- Change
- +2,434
See more
- Type
- Bank or trading desk
- Value
- $2.2M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- First Trust Portfolios5.62%13Gfiling ↗Event: Sep 30, 2025 · filed: Oct 29, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗