Purchases and Sales Made in Q1 2025 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 2025. 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 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
89.9K+ 4.71% |
$4.37M - $4.48M
|
2M
$95.9M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
27.2K+ 47.45% |
$1.32M - $1.35M
|
84.5K
$4.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
14.6KNew |
$710K - $728K
|
14.6K
$702K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.9K+ 96.83% |
$672K - $689K
|
28.2K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7KNew |
$616K - $632K
|
12.7K
$609K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 46.04% |
$539K - $552K
|
35.2K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
10.9KNew |
$530K - $544K
|
10.9K
$524K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
9.23KNew |
$448K - $459K
|
9.23K
$443K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.27K+ 168.76% |
$353K - $362K
|
11.6K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.38K+ 18.1% |
$310K - $318K
|
41.6K
$2M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.22KNew |
$302K - $310K
|
6.22K
$298K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
4.74KNew |
$230K - $236K
|
4.74K
$227K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.55KNew |
$221K - $226K
|
4.55K
$218K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
4.35KNew |
$211K - $216K
|
4.35K
$208K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.13KNew |
$200K - $206K
|
4.13K
$198K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.08K+ 58.0% |
$198K - $203K
|
11.1K
$533K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.61K+ 6.89% |
$175K - $180K
|
56K
$2.69M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
3.1K+ 11.44% |
$150K - $154K
|
30.2K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.04K+ 2.39% |
$147K - $151K
|
130K
$6.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3KNew |
$146K - $149K
|
3K
$144K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.37K+ 6.01% |
$115K - $118K
|
41.7K
$2M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.11K+ 2.09% |
$102K - $105K
|
103K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 5.04% |
$89.5K - $91.8K
|
38.5K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 6.9% |
$69.5K - $71.3K
|
22.2K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.4K+ 6.46% |
$67.7K - $69.5K
|
23K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.2KNew |
$58.2K - $59.7K
|
1.2K
$57.5K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1K+ 3.57% |
$48.5K - $49.8K
|
29K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
680+ 5.0% |
$33K - $33.8K
|
14.3K
$685K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
606+ 1.94% |
$29.4K - $30.2K
|
31.9K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
370+ 2.34% |
$18K - $18.4K
|
16.2K
$776K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
35+ 0.73% |
$1.7K - $1.74K
|
4.85K
$233K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
33+ 0.78% |
$1.6K - $1.64K
|
4.28K
$205K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
33+ 0.65% |
$1.6K - $1.64K
|
5.14K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.07% |
$243 - $249
|
6.79K
$326K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 1.08% |
$146 - $149
|
281
$13.5K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.2% |
$146 - $149
|
1.47K
$70.4K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2+ 0.02% |
$97.1 - $99.5
|
9.07K
$435K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$97.1 - $99.5
|
9.31K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$48.5 - $49.8
|
1
$48
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12- 0.19% |
$582 - $597
|
6.47K
$310K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-100- 0.39% |
$4.85K - $4.98K
|
25.4K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-168- 0.71% |
$8.15K - $8.36K
|
23.4K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-176- 99.44% |
$8.54K - $8.76K
|
1
$48
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-216- 3.14% |
$10.5K - $10.7K
|
6.66K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
SELL
|
- |
-600- 2.78% |
$29.1K - $29.9K
|
21K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-680- 5.37% |
$33K - $33.8K
|
12K
$575K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-708- 11.97% |
$34.4K - $35.2K
|
5.21K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.04K- 9.55% |
$50.7K - $51.9K
|
9.88K
$474K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.23K- 30.49% |
$59.4K - $61K
|
2.79K
$134K
|