FIRST TR EXCH TRADED FD III (FCAL) is held by 26 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q2 2026.

Are institutions buying or selling FCAL?

In Q2 2026, 11 institutions opened or increased positions in FIRST TR EXCH TRADED FD III while 14 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on FCAL?

HoldingsIntel scores FIRST TR EXCH TRADED FD III across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 2 of the 4 carrying data for FCAL. In Q2 2026, the institutional leg showed net outflows: 11 buying versus 14 selling.

How many hedge funds hold FCAL?

26 institutional investors report holding FIRST TR EXCH TRADED FD III (FCAL) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into FCAL?

As of Q2 2026, tracked institutions in FIRST TR EXCH TRADED FD III show 11 buyers versus 14 sellers — net outflows.

FIRST TR EXCH TRADED FD III

FCAL·33739P863·US·ETF-13D/G

Holders

(1 Elite)

$89.6M

Total Value

44% (25)

Consensus

11 buying - 14 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 26 funds

1 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists Oct 29, 2025 · Congress none

ActivistFTFirst Trust Portfolios L.P.5.6%Oct 29, 2025

View all activist filings

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	Action
LPL Financial LLC	Increased	1M(+9.6%)	$51.3M	0.0%	+0.15%	32
MORGAN STANLEY	Decreased	216,147(-5.6%)	$10.7M	0.0%	-0.58%	0
GUGGENHEIM CAPITAL LLC	Decreased	93,217(-3.9%)	$4.6M	0.0%	-0.78%	0
Cetera Investment Advisers	Decreased	86,212(-0.1%)	$4.3M	0.0%	+0.07%	0
OSAIC HOLDINGS, INC.	Increased	55,361(+94.0%)	$2.7M	0.0%	-2.45%	42
UBS Group AG	Increased	45,083(+5.7%)	$2.2M	0.0%	+1.55%	28
HighTower Advisors, LLC	Increased	43,481(+54.6%)	$2.2M	0.0%	-1.85%	37
Mariner, LLC	Decreased	42,483(-53.5%)	$2.1M	0.0%	-1.21%	0
Cerity Partners LLC	Decreased	34,375(-5.3%)	$1.7M	0.0%	-4.19%	0
Rockefeller Capital Management L.P.	Increased	25,211(+4.7%)	$1.3M	0.0%	-3.34%	27
COMMONWEALTH EQUITY SERVICES, LLC	Increased	18,453(+0.1%)	$916,250	0.0%	+1.57%	25
JANE STREET GROUP, LLC	Decreased	15,849(-47.5%)	$786,938	0.0%	-3.27%	0
RAYMOND JAMES FINANCIAL INC	Increased	12,845(+0.9%)	$637,795	0.0%	-0.49%	25
Farther Finance Advisors, LLC	Increased	12,500(+13.6%)	$620,653	0.0%	+4.01%	28
Private Advisor Group, LLC	New	11,404	$566,249	0.0%	-6.47%	34
Quantinno Capital Management LP	Unchanged	10,696	$531,080	0.0%	-3.34%	0
ROYAL BANK OF CANADA	Decreased	9,934(-29.0%)	$493,000	0.0%	-0.92%	0
D.A. DAVIDSON & CO.	Decreased	9,273(-0.3%)	$460,425	0.0%	-1.54%	0
NewEdge Advisors, LLC	Unchanged	7,222	$358,588	0.0%	-4.09%	0
Steward Partners Investment Advisory, LLC	Unchanged	5,300	$263,157	0.0%	-2.01%	0

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FCALFIRST TR EXCH TRADED FD III

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

FIRST TR EXCH TRADED FD III

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