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 |
|---|---|---|---|---|---|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
4,033
shares
|
$201,408
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
4,018
shares
|
$200,658
0.01% of portfolio
|
Q3 2024
Added 184.16%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
2,746
shares
|
$137,135
0.0% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,622
shares
|
$130,942
0.0% of portfolio
|
Q3 2024
Reduced 30.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,470
shares
|
$123,351
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,545
shares
|
$77,157
0.0% of portfolio
|
Q3 2024
Reduced 76.97%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
900
shares
|
$44,946
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
876
shares
|
$43,747
0.0% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
331
shares
|
$16,530
0.0% of portfolio
|
Q1 2024
Added 49.77%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
276
shares
|
$13,783
0.01% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$49
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|