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 84 institutions that hold shares in the stock, with a total of 2.77 Million shares, which have been reported (via 13F filing form) to have a value of $136 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
787,882
shares
|
$38.8 Million
0.01% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
210,892
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
153,234
shares
|
$7.55 Million
0.12% of portfolio
|
Q3 2025
Reduced 92.23%
|
|
|
Citizens Business Bank
Ontario, CA |
Jul 29, 2025 Q2 2025 |
125,718
shares
|
$6.19 Million
1.23% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
110,445
shares
|
$5.44 Million
0.86% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
105,477
shares
|
$5.19 Million
0.04% of portfolio
|
Q2 2025
Added 24.81%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
88,954
shares
|
$4.38 Million
0.0% of portfolio
|
Q2 2025
Added 171.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
76,309
shares
|
$3.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 41.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
65,904
shares
|
$3.25 Million
0.01% of portfolio
|
Q2 2025
Added 17.69%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
59,653
shares
|
$2.94 Million
0.0% of portfolio
|
Q2 2025
Added 40.88%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
54,037
shares
|
$2.66 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
52,921
shares
|
$2.61 Million
0.46% of portfolio
|
Q3 2025
Added 14.71%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
48,652
shares
|
$2.4 Million
0.09% of portfolio
|
Q2 2025
Added 16.82%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
44,463
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
43,049
shares
|
$2.12 Million
0.18% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
36,287
shares
|
$1.79 Million
0.49% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
33,265
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
32,962
shares
|
$1.62 Million
1.26% of portfolio
|
Q2 2025
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
30,655
shares
|
$1.51 Million
0.42% of portfolio
|
Q3 2025
Added 12.92%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
29,875
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.34%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
29,000
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
22,790
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
22,418
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 45.51%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
22,116
shares
|
$1.09 Million
0.29% of portfolio
|
Q3 2025
Reduced 30.47%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
21,666
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
Added 0.05%
|