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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
17,976
shares
|
$890,171
0.0% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Aug 05, 2024 Q2 2024 |
15,802
shares
|
$782,515
0.28% of portfolio
|
Q2 2024
Added 70.91%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
14,787
shares
|
$732,252
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
14,390
shares
|
$712,592
0.0% of portfolio
|
Q2 2024
Added 0.84%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
13,639
shares
|
$675,403
0.32% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
11,984
shares
|
$593,447
0.22% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
11,722
shares
|
$580,473
0.5% of portfolio
|
Q1 2022
Added 17.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
10,425
shares
|
$516,246
0.0% of portfolio
|
Q2 2024
Reduced 88.05%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
9,803
shares
|
$485,444
0.0% of portfolio
|
Q2 2024
Added 98.84%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
9,274
shares
|
$459,248
0.2% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
8,641
shares
|
$427,902
0.21% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
8,100
shares
|
$401,112
0.02% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
6,708
shares
|
$332,180
0.01% of portfolio
|
Q2 2024
Added 7.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
6,606
shares
|
$327,129
0.0% of portfolio
|
Q3 2024
Added 36.97%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
6,526
shares
|
$323,167
0.05% of portfolio
|
Q2 2024
Added 3.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
6,165
shares
|
$305,290
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
5,587
shares
|
$276,668
0.0% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,695
shares
|
$232,496
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
4,468
shares
|
$221,255
0.0% of portfolio
|
Q2 2024
Added 7.25%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
4,250
shares
|
$210,460
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
4,182
shares
|
$207,092
0.0% of portfolio
|
Q2 2024
Reduced 66.32%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
4,177
shares
|
$206,845
0.0% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
4,033
shares
|
$199,714
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
3,246
shares
|
$160,741
0.01% of portfolio
|
Q2 2024
Added 6.57%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,622
shares
|
$129,841
0.0% of portfolio
|
Q3 2024
Reduced 30.23%
|