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 78 institutions that hold shares in the stock, with a total of 4.37 Million shares, which have been reported (via 13F filing form) to have a value of $209 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
21,120
shares
|
$1.01 Million
0.25% of portfolio
|
Q3 2022
Reduced 5.84%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
20,987
shares
|
$1.01 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
19,682
shares
|
$943,751
0.0% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
16,193
shares
|
$776,454
0.3% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
15,524
shares
|
$744,375
0.0% of portfolio
|
Q1 2025
Reduced 20.73%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
15,002
shares
|
$719,345
0.33% of portfolio
|
Q1 2025
Reduced 25.14%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
14,787
shares
|
$709,036
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
14,635
shares
|
$701,748
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
14,324
shares
|
$686,835
0.03% of portfolio
|
Q1 2025
Reduced 63.26%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
14,280
shares
|
$684,726
0.03% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,692
shares
|
$608,581
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
11,985
shares
|
$574,680
0.04% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
11,722
shares
|
$562,069
0.5% of portfolio
|
Q1 2022
Added 17.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
11,109
shares
|
$532,676
0.01% of portfolio
|
Q1 2025
Added 58.0%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
10,925
shares
|
$523,853
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
9,883
shares
|
$473,889
0.18% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
9,305
shares
|
$446,174
0.18% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
9,234
shares
|
$442,770
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
9,069
shares
|
$434,858
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
8,216
shares
|
$393,957
0.2% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
7,222
shares
|
$346,294
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
6,792
shares
|
$325,676
0.04% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,661
shares
|
$319,394
0.0% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,465
shares
|
$309,996
0.0% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
6,222
shares
|
$298,344
0.0% of portfolio
|
Q1 2025
New holding
|