Institutional Ownership First Tr Iii Calif Mun High In (FCAL)
This table provides information about the institutional ownership of First Tr Iii Calif Mun High In (FCAL). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 3.77 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,795,137
shares
|
$88.9 Million
2.17% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
664,470
shares
|
$32.9 Million
0.02% of portfolio
|
Q2 2024
Added 14.25%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
207,995
shares
|
$10.3 Million
0.0% of portfolio
|
Q2 2024
Added 8.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
103,676
shares
|
$5.13 Million
0.0% of portfolio
|
Q2 2024
Added 29.23%
|
|
|
Citizens Business Bank
Ontario, CA |
Aug 02, 2024 Q2 2024 |
97,845
shares
|
$4.85 Million
1.05% of portfolio
|
Q2 2024
Added 8.86%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
89,930
shares
|
$4.45 Million
1.02% of portfolio
|
Q2 2024
Added 4.75%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
71,643
shares
|
$3.55 Million
0.87% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
61,630
shares
|
$3.05 Million
0.01% of portfolio
|
Q2 2024
Added 61.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
42,826
shares
|
$2.12 Million
0.01% of portfolio
|
Q2 2024
Added 17.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
36,733
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2024
Added 20.39%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
33,588
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2024
Added 5.36%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
33,183
shares
|
$1.64 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
31,303
shares
|
$1.55 Million
0.37% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Running Point Capital Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
31,093
shares
|
$1.54 Million
0.64% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
30,285
shares
|
$1.5 Million
0.16% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
23,774
shares
|
$1.18 Million
0.4% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Integral Investment Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
23,297
shares
|
$1.15 Million
0.43% of portfolio
|
Q2 2024
Added 7.11%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Aug 15, 2024 Q2 2024 |
23,233
shares
|
$1.15 Million
0.68% of portfolio
|
Q2 2024
Added 18.4%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
22,627
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2024
Reduced 59.2%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
21,462
shares
|
$1.06 Million
0.49% of portfolio
|
Q2 2024
Reduced 19.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
21,188
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
21,120
shares
|
$1.05 Million
0.24% of portfolio
|
Q3 2022
Reduced 5.84%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
20,977
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
Added 4.29%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
20,643
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 27.71%
|
|
|
Signature Securities Group Corporation
|
Aug 12, 2024 Q2 2024 |
19,589
shares
|
$970,047
0.27% of portfolio
|
Q2 2024
Added 0.75%
|