Institutional shares held 4.4 Million
0 calls
0 puts
Total value of holdings $210M
$0 calls
$0 puts
# of Institutions 78


Latest Institutional Activity in FCAL

Top Purchases

Q2 2025
Mgo One Seven LLC Shares Held: 34.9K ($1.66M)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 18.7K ($891K)
Q2 2025
Southland Equity Partners LLC Shares Held: 54.2K ($2.59M)
Q2 2025
Blue Zone Wealth Advisors, LLC Shares Held: 23.8K ($1.14M)
Q2 2025
Magnus Financial Group LLC Shares Held: 40.8K ($1.95M)

Top Sells

Q2 2025
Miracle Mile Advisors, LLC Shares Held: 1.97M ($94.1M)
Q2 2025
New Insight Wealth Advisors Shares Held: 15.2K ($724K)
Q2 2025
Catalina Capital Group, LLC Shares Held: 19.9K ($952K)
Q2 2025
Tria Gen Wealth Management LLC Shares Held: 6.62K ($316K)
Q2 2025
Manchester Financial Inc Shares Held: 19.4K ($927K)

About FCAL

Track Institutional and Insider Activities on FCAL

Follow FIRST TR III CALIF MUN HIGH IN and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FCAL shares.

Notify only if

Insider Trading

Get notified when an First Tr Iii Calif Mun High In insider buys or sells FCAL shares.

Notify only if

News

Receive news related to FIRST TR III CALIF MUN HIGH IN

Track Activities on FCAL