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
$94.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.8K+ 19.36% |
$2.16M - $2.21M
|
270K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
41.9KNew |
$2.06M - $2.12M
|
41.9K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
40.9K+ 248.74% |
$2.01M - $2.06M
|
57.3K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
39KNew |
$1.92M - $1.97M
|
39K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
35.3KNew |
$1.73M - $1.78M
|
35.3K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
34K+ 35.77% |
$1.67M - $1.72M
|
129K
$6.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
21.6KNew |
$1.06M - $1.09M
|
21.6K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
14.8K+ 47.39% |
$730K - $749K
|
46.1K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.8K+ 12.21% |
$681K - $699K
|
127K
$6.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.6K+ 48.48% |
$670K - $687K
|
41.7K
$2.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
10.1K+ 11.12% |
$497K - $510K
|
101K
$4.99M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10K+ 232.85% |
$492K - $506K
|
14.3K
$708K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.56K+ 1.14% |
$421K - $433K
|
760K
$37.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8K+ 40.0% |
$394K - $404K
|
28K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.62KNew |
$375K - $385K
|
7.62K
$377K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.22KNew |
$355K - $365K
|
7.22K
$357K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.4K+ 46.93% |
$315K - $323K
|
20K
$992K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.02K+ 12.98% |
$296K - $304K
|
52.4K
$2.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6KNew |
$295K - $303K
|
6K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
6KNew |
$295K - $303K
|
6K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.5K+ 67.9% |
$271K - $278K
|
13.6K
$673K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
5.26K+ 16.78% |
$259K - $266K
|
36.6K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.09K+ 32.41% |
$250K - $257K
|
20.8K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.93K+ 11.67% |
$242K - $249K
|
47.1K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.31KNew |
$212K - $218K
|
4.31K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.04K+ 8.38% |
$150K - $154K
|
39.4K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.96K+ 72.5% |
$145K - $149K
|
7.03K
$348K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.73K+ 6.81% |
$85K - $87.2K
|
27.1K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.61K+ 8.95% |
$79.1K - $81.2K
|
19.6K
$969K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.54KNew |
$75.9K - $77.9K
|
1.54K
$76.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.16K+ 3.11% |
$56.9K - $58.4K
|
38.3K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1K+ 3.31% |
$49.2K - $50.6K
|
31.3K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
973+ 12.02% |
$47.9K - $49.1K
|
9.07K
$449K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
970+ 4.7% |
$47.7K - $49K
|
21.6K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
929+ 22.24% |
$45.7K - $46.9K
|
5.11K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
593New |
$29.2K - $30K
|
593
$29.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
268+ 5.25% |
$13.2K - $13.5K
|
5.37K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
230+ 3.68% |
$11.3K - $11.6K
|
6.48K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
176+ 17600.0% |
$8.66K - $8.89K
|
177
$8.76K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
143+ 2.58% |
$7.04K - $7.22K
|
5.69K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
126+ 0.59% |
$6.2K - $6.36K
|
21.3K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
59+ 1.24% |
$2.9K - $2.98K
|
4.81K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
57New |
$2.8K - $2.88K
|
57
$2.82K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.31% |
$1.43K - $1.46K
|
9.3K
$460K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.8% |
$344 - $354
|
883
$43.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.72% |
$98.4 - $101
|
278
$13.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 1.27% |
$1.72K - $1.77K
|
2.71K
$134K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-44- 0.64% |
$2.16K - $2.22K
|
6.79K
$336K
|