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 4.58 Million shares, which have been reported (via 13F filing form) to have a value of $219 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
20,517
shares
|
$980,917
0.84% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
19,944
shares
|
$953,522
0.63% of portfolio
|
Q2 2025
Reduced 14.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
19,712
shares
|
$942,430
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
19,420
shares
|
$928,470
0.22% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
18,662
shares
|
$892,230
0.0% of portfolio
|
Q2 2025
Added 351.86%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
18,506
shares
|
$884,771
0.0% of portfolio
|
Q2 2025
Added 19.21%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
17,265
shares
|
$825,439
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
15,406
shares
|
$736,560
0.0% of portfolio
|
Q2 2025
Reduced 56.24%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
15,162
shares
|
$724,895
0.3% of portfolio
|
Q2 2025
Reduced 49.8%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
14,780
shares
|
$706,631
0.24% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
14,635
shares
|
$699,699
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
11,985
shares
|
$573,002
0.04% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
11,984
shares
|
$572,955
0.0% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
11,875
shares
|
$567,743
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
11,722
shares
|
$560,428
0.5% of portfolio
|
Q1 2022
Added 17.99%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
11,345
shares
|
$542,404
0.02% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
9,738
shares
|
$465,573
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
9,425
shares
|
$450,609
0.0% of portfolio
|
Q2 2025
Reduced 15.16%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
9,069
shares
|
$433,588
0.15% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
8,928
shares
|
$426,847
0.04% of portfolio
|
Q2 2025
Added 31.45%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
8,118
shares
|
$388,121
0.01% of portfolio
|
Q2 2025
Reduced 43.33%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
7,546
shares
|
$360,774
0.16% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
7,222
shares
|
$345,283
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
7,188
shares
|
$343,658
0.04% of portfolio
|
Q2 2025
Added 24.17%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
7,080
shares
|
$338,494
0.11% of portfolio
|
Q2 2025
Added 62.83%
|