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 4.58 Million shares, which have been reported (via 13F filing form) to have a value of $219 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
6,622
shares
|
$316,597
0.1% of portfolio
|
Q2 2025
Reduced 33.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
6,222
shares
|
$297,473
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,165
shares
|
$294,748
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,000
shares
|
$286,860
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Guild Investment Management, Inc.
|
Jul 23, 2025 Q2 2025 |
6,000
shares
|
$286,860
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
5,950
shares
|
$284,469
0.0% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
5,386
shares
|
$257,504
0.0% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,376
shares
|
$257,026
0.0% of portfolio
|
Q2 2025
Reduced 19.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
5,105
shares
|
$244,070
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,100
shares
|
$243,831
0.0% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,072
shares
|
$242,492
0.0% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,051
shares
|
$241,488
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
4,992
shares
|
$238,667
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
4,889
shares
|
$233,743
0.07% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
4,797
shares
|
$229,344
0.07% of portfolio
|
Q2 2025
Reduced 68.02%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
4,742
shares
|
$226,715
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,695
shares
|
$224,467
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
4,385
shares
|
$209,646
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
4,319
shares
|
$206,491
0.04% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
4,269
shares
|
$204,100
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
3,000
shares
|
$143,430
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
2,911
shares
|
$139,174
0.0% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
2,793
shares
|
$133,533
0.01% of portfolio
|
Q1 2025
Reduced 30.49%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,543
shares
|
$73,770
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,472
shares
|
$70,376
0.0% of portfolio
|
Q2 2025
Added 0.27%
|