Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR III CALIF MUN HIGH IN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
205KNew |
$10.4M - $11.2M
|
205K
$10.2M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.2K+ 256.34% |
$2.91M - $3.13M
|
79.6K
$3.95M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.2KNew |
$1.84M - $1.98M
|
36.2K
$1.8M
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
15.9K+ 87.81% |
$809K - $870K
|
34K
$1.69M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15.5KNew |
$789K - $848K
|
15.5K
$770K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.4K+ 28.86% |
$275K - $296K
|
24.1K
$1.2M
|
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
4.73KNew |
$241K - $259K
|
4.73K
$235K
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.62KNew |
$235K - $253K
|
4.62K
$230K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.48K+ 26.44% |
$177K - $190K
|
16.6K
$827K
|
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.35K+ 27.18% |
$170K - $183K
|
15.7K
$779K
|
|
|
Apr 14, 2022
Q1 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
2.39K+ 23.81% |
$122K - $131K
|
12.4K
$617K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.94K+ 8.79% |
$98.8K - $106K
|
24K
$1.19M
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
1.79K+ 17.99% |
$90.9K - $97.8K
|
11.7K
$583K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.31K+ 5.73% |
$66.5K - $71.5K
|
24.1K
$1.2M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
705+ 2.22% |
$35.9K - $38.6K
|
32.5K
$1.62M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
460+ 3.96% |
$23.4K - $25.2K
|
12.1K
$601K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
301+ 1.14% |
$15.3K - $16.5K
|
26.7K
$1.33M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43+ 0.48% |
$2.19K - $2.35K
|
8.91K
$443K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
39New |
$1.98K - $2.13K
|
39
$1.94K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14+ 0.11% |
$712 - $766
|
13K
$647K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.1% |
$50.9 - $54.7
|
984
$48.9K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$50.9 - $54.7
|
1
$49.7
|
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
SELL
|
- |
-16- 0.07% |
$814 - $876
|
22.4K
$1.11M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-158- 0.98% |
$8.04K - $8.65K
|
16K
$797K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-300Closed |
$15.3K - $16.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-350- 0.32% |
$17.8K - $19.2K
|
109K
$5.44M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-367- 1.22% |
$18.7K - $20.1K
|
29.8K
$1.48M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-729Closed |
$37.1K - $39.9K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-755- 0.35% |
$38.4K - $41.3K
|
217K
$10.8M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1KClosed |
$50.9K - $54.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.08K- 6.73% |
$106K - $114K
|
28.8K
$1.43M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.56K- 11.3% |
$130K - $140K
|
20.1K
$997K
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.83KClosed |
$195K - $209K
|
0
$0
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.15K- 11.26% |
$211K - $227K
|
32.7K
$1.62M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9KClosed |
$458K - $492K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-9.33KClosed |
$475K - $511K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-19.2K- 22.23% |
$976K - $1.05M
|
67.1K
$3.34M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.7K- 32.29% |
$1M - $1.08M
|
41.4K
$2.06M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.1K- 9.96% |
$1.38M - $1.48M
|
245K
$12.2M
|