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 78 institutions that hold shares in the stock, with a total of 4.37 Million shares, which have been reported (via 13F filing form) to have a value of $209 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
6,165
shares
|
$295,611
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Guild Investment Management, Inc.
|
May 06, 2025 Q1 2025 |
6,000
shares
|
$287,700
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
6,000
shares
|
$287,700
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
5,789
shares
|
$277,582
0.04% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,368
shares
|
$257,395
0.0% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,206
shares
|
$249,627
0.0% of portfolio
|
Q1 2025
Reduced 11.97%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,139
shares
|
$246,415
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
4,849
shares
|
$232,509
0.06% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
4,742
shares
|
$227,378
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,695
shares
|
$225,125
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
4,546
shares
|
$217,980
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
4,348
shares
|
$208,486
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
4,283
shares
|
$205,369
0.04% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
4,130
shares
|
$198,033
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
3,000
shares
|
$143,850
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
2,793
shares
|
$133,924
0.01% of portfolio
|
Q1 2025
Reduced 30.49%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
2,711
shares
|
$129,992
0.0% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,543
shares
|
$73,986
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,468
shares
|
$70,390
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,380
shares
|
$66,171
0.0% of portfolio
|
Q4 2024
Reduced 47.37%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,200
shares
|
$57,540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
900
shares
|
$43,155
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
883
shares
|
$42,339
0.0% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
331
shares
|
$15,871
0.0% of portfolio
|
Q1 2024
Added 49.77%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
281
shares
|
$13,473
0.01% of portfolio
|
Q1 2025
Added 1.08%
|