Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
15.3KNew |
$725K - $749K
|
15.3K
$753K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.98K+ 138.84% |
$473K - $489K
|
17.2K
$846K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.23KNew |
$343K - $354K
|
7.23K
$356K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
6.79K+ 14.71% |
$322K - $332K
|
52.9K
$2.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.94K+ 78.83% |
$187K - $193K
|
8.93K
$440K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.62K+ 84.77% |
$172K - $177K
|
7.89K
$388K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.51K+ 12.92% |
$166K - $172K
|
30.7K
$1.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.3K+ 5.64% |
$109K - $113K
|
43K
$2.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2K+ 33.33% |
$94.9K - $98K
|
8K
$394K
|
|
|
Nov 05, 2025
Q3 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
2K+ 33.33% |
$94.9K - $98K
|
8K
$394K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.75K+ 9.35% |
$82.8K - $85.5K
|
20.4K
$1.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
791+ 14.69% |
$37.5K - $38.8K
|
6.18K
$304K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
415+ 2.24% |
$19.7K - $20.3K
|
18.9K
$932K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
350+ 0.32% |
$16.6K - $17.1K
|
110K
$5.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
313+ 6.6% |
$14.8K - $15.3K
|
5.06K
$249K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
279+ 5.19% |
$13.2K - $13.7K
|
5.66K
$279K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
36+ 0.83% |
$1.71K - $1.76K
|
4.36K
$214K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10+ 0.05% |
$474 - $490
|
21.7K
$1.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.78% |
$332 - $343
|
905
$44.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$94.9 - $98
|
9.07K
$447K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-194- 0.36% |
$9.2K - $9.5K
|
54K
$2.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-227- 16.34% |
$10.8K - $11.1K
|
1.16K
$57.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-367- 4.86% |
$17.4K - $18K
|
7.18K
$354K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-676- 3.92% |
$32.1K - $33.1K
|
16.6K
$817K
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-886- 13.38% |
$42K - $43.4K
|
5.74K
$282K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.03K- 28.15% |
$96.4K - $99.6K
|
5.19K
$256K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-2.09K- 13.78% |
$99.1K - $102K
|
13.1K
$644K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.17K- 5.63% |
$103K - $106K
|
36.3K
$1.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.63K- 13.21% |
$125K - $129K
|
17.3K
$853K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-3.43K- 23.22% |
$163K - $168K
|
11.3K
$559K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5K- 14.34% |
$237K - $245K
|
29.9K
$1.47M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-9.69K- 30.47% |
$460K - $475K
|
22.1K
$1.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-9.79K- 41.14% |
$464K - $479K
|
14K
$690K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.82M- 92.23% |
$86.3M - $89.1M
|
153K
$7.55M
|