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 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.63K- 7.66% |
$79.2K - $81.2K
|
19.7K
$944K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.77K- 6.38% |
$134K - $138K
|
40.6K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.06K- 20.73% |
$197K - $202K
|
15.5K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.8K- 10.19% |
$233K - $239K
|
42.3K
$2.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-5.04K- 25.14% |
$244K - $251K
|
15K
$719K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.79K- 50.0% |
$281K - $288K
|
5.79K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5.81K- 4.51% |
$282K - $289K
|
123K
$5.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-8.62K- 22.5% |
$418K - $429K
|
29.7K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.86K- 21.26% |
$430K - $441K
|
32.8K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24.7K- 63.26% |
$1.2M - $1.23M
|
14.3K
$687K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-43K- 5.66% |
$2.09M - $2.14M
|
717K
$34.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-72.1K- 26.66% |
$3.5M - $3.59M
|
198K
$9.5M
|