Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20.6K+ 144.22% |
$972K - $1.02M
|
34.9K
$1.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.5K+ 351.86% |
$686K - $716K
|
18.7K
$891K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
13.7K+ 33.64% |
$644K - $673K
|
54.2K
$2.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
9K+ 60.86% |
$425K - $444K
|
23.8K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.86K+ 27.78% |
$418K - $437K
|
40.8K
$1.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
7.06K+ 6.85% |
$333K - $348K
|
110K
$5.26M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.27KNew |
$201K - $210K
|
4.27K
$204K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.98K+ 19.21% |
$141K - $147K
|
18.5K
$883K
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.64K+ 2.15% |
$125K - $130K
|
126K
$6M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.11K+ 7.11% |
$99.6K - $104K
|
31.8K
$1.52M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.7K+ 6.68% |
$80.3K - $83.9K
|
27.1K
$1.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.4K+ 24.17% |
$66K - $69K
|
7.19K
$343K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.06K+ 319.64% |
$49.9K - $52.2K
|
1.39K
$66.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
420+ 3.84% |
$19.8K - $20.7K
|
11.3K
$542K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
180+ 3.46% |
$8.49K - $8.87K
|
5.39K
$257K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
40+ 0.82% |
$1.89K - $1.97K
|
4.89K
$233K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
36+ 0.84% |
$1.7K - $1.77K
|
4.32K
$206K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
35New |
$1.65K - $1.73K
|
35
$1.67K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30+ 0.15% |
$1.42K - $1.48K
|
19.7K
$941K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.27% |
$189 - $197
|
1.47K
$70.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.36% |
$47.2 - $49.3
|
282
$13.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-236- 2.54% |
$11.1K - $11.6K
|
9.07K
$433K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-670- 8.15% |
$31.6K - $33K
|
7.55K
$360K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.29K- 19.29% |
$60.6K - $63.4K
|
5.38K
$257K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.35K- 5.88% |
$63.8K - $66.7K
|
21.7K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-1.7K- 8.05% |
$80.2K - $83.8K
|
19.4K
$927K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-3.26K- 33.0% |
$154K - $161K
|
6.62K
$316K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-3.42K- 14.63% |
$161K - $169K
|
19.9K
$952K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-15K- 49.8% |
$710K - $741K
|
15.2K
$724K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-27.4K- 1.37% |
$1.29M - $1.35M
|
1.97M
$94.1M
|