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 $136 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
7,888
shares
|
$388,484
0.0% of portfolio
|
Q3 2025
Added 84.77%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
7,225
shares
|
$355,831
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
7,179
shares
|
$353,565
0.15% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
7,080
shares
|
$348,690
0.11% of portfolio
|
Q2 2025
Added 62.83%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
6,222
shares
|
$306,433
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
6,177
shares
|
$304,217
0.0% of portfolio
|
Q3 2025
Added 14.69%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,165
shares
|
$303,626
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
5,950
shares
|
$293,037
0.0% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
5,736
shares
|
$282,498
0.08% of portfolio
|
Q3 2025
Reduced 13.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
5,655
shares
|
$278,508
0.0% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
5,189
shares
|
$255,558
0.02% of portfolio
|
Q3 2025
Reduced 28.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
5,105
shares
|
$251,421
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,100
shares
|
$251,175
0.0% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,072
shares
|
$249,796
0.0% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
5,055
shares
|
$248,958
0.13% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,051
shares
|
$248,761
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
4,889
shares
|
$240,783
0.07% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
4,797
shares
|
$236,252
0.08% of portfolio
|
Q2 2025
Reduced 68.02%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,695
shares
|
$231,228
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
4,385
shares
|
$215,961
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
4,355
shares
|
$214,483
0.04% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
3,000
shares
|
$147,750
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
2,911
shares
|
$143,366
0.0% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,543
shares
|
$75,992
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,472
shares
|
$72,496
0.0% of portfolio
|
Q2 2025
Added 0.27%
|