Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
114K+ 6.35% |
$5.61M - $5.76M
|
1.91M
$94.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
35.3KNew |
$1.73M - $1.78M
|
35.3K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
14.8K+ 47.39% |
$730K - $749K
|
46.1K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
10.1K+ 11.12% |
$497K - $510K
|
101K
$4.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.22KNew |
$355K - $365K
|
7.22K
$357K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.31KNew |
$212K - $218K
|
4.31K
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.16K+ 3.11% |
$56.9K - $58.4K
|
38.3K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1K+ 3.31% |
$49.2K - $50.6K
|
31.3K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
970+ 4.7% |
$47.7K - $49K
|
21.6K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.31% |
$1.43K - $1.46K
|
9.3K
$460K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-244- 1.03% |
$12K - $12.3K
|
23.5K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-425- 4.92% |
$20.9K - $21.5K
|
8.22K
$406K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.06K- 8.82% |
$52K - $53.4K
|
10.9K
$540K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-28.3K- 39.5% |
$1.39M - $1.43M
|
43.3K
$2.14M
|