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 |
|---|---|---|---|---|---|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
1,414
shares
|
$70,021
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
900
shares
|
$44,568
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
876
shares
|
$43,379
0.0% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
331
shares
|
$16,391
0.0% of portfolio
|
Q1 2024
Added 49.77%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
274
shares
|
$13,568
0.01% of portfolio
|
Q2 2024
Added 0.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|