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 $137 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
20,735
shares
|
$1.02 Million
0.78% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
20,407
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Added 9.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
19,712
shares
|
$970,816
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
18,921
shares
|
$931,859
0.0% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
17,310
shares
|
$852,517
0.52% of portfolio
|
Q3 2025
Reduced 13.21%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
17,168
shares
|
$845,524
0.09% of portfolio
|
Q3 2025
Added 138.84%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
16,589
shares
|
$817,008
0.35% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Wespac Advisors So Cal, LLC
|
Oct 22, 2025 Q3 2025 |
15,287
shares
|
$752,884
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
14,635
shares
|
$720,773
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
14,000
shares
|
$689,500
0.15% of portfolio
|
Q3 2025
Reduced 41.14%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
13,072
shares
|
$643,796
0.24% of portfolio
|
Q3 2025
Reduced 13.78%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
11,985
shares
|
$590,261
0.04% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
11,984
shares
|
$590,212
0.0% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
11,875
shares
|
$584,843
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
11,722
shares
|
$577,308
0.5% of portfolio
|
Q1 2022
Added 17.99%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
11,348
shares
|
$558,889
0.19% of portfolio
|
Q3 2025
Reduced 23.22%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
11,345
shares
|
$558,741
0.02% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
9,738
shares
|
$479,596
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
9,425
shares
|
$464,181
0.0% of portfolio
|
Q2 2025
Reduced 15.16%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
9,067
shares
|
$446,549
0.14% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
8,928
shares
|
$439,704
0.04% of portfolio
|
Q2 2025
Added 31.45%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
8,927
shares
|
$439,654
0.05% of portfolio
|
Q3 2025
Added 78.83%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
8,118
shares
|
$399,811
0.01% of portfolio
|
Q2 2025
Reduced 43.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,000
shares
|
$394,000
0.01% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Guild Investment Management, Inc.
|
Nov 05, 2025 Q3 2025 |
8,000
shares
|
$394,000
0.39% of portfolio
|
Q3 2025
Added 33.33%
|