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 62 institutions that hold shares in the stock, with a total of 3.91 Million shares, which have been reported (via 13F filing form) to have a value of $195 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
|
$89.6 Million
2.17% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
751,918
shares
|
$37.6 Million
0.02% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
226,397
shares
|
$11.3 Million
0.0% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
113,339
shares
|
$5.66 Million
0.0% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
97,845
shares
|
$4.89 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
90,830
shares
|
$4.54 Million
0.97% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
71,643
shares
|
$3.58 Million
0.87% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
46,369
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
42,219
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.5%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
37,163
shares
|
$1.86 Million
0.61% of portfolio
|
Q3 2024
Added 135.18%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
36,324
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
35,682
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
31,348
shares
|
$1.57 Million
0.61% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
31,303
shares
|
$1.56 Million
0.37% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
30,285
shares
|
$1.51 Million
0.16% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
28,074
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 24.07%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
26,397
shares
|
$1.32 Million
0.37% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
25,375
shares
|
$1.27 Million
0.67% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
24,523
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 33.24%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
23,774
shares
|
$1.19 Million
0.4% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
21,188
shares
|
$1.06 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%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
21,031
shares
|
$1.05 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
20,643
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 27.71%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$998,800
0.0% of portfolio
|
Q3 2024
New holding
|