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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-80- 5.18% |
$3.94K - $4.04K
|
1.47K
$72.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-244- 1.03% |
$12K - $12.3K
|
23.5K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-418- 1.7% |
$20.6K - $21.1K
|
24.1K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-425- 4.92% |
$20.9K - $21.5K
|
8.22K
$407K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-850- 3.22% |
$41.8K - $42.9K
|
25.5K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.06K- 8.82% |
$52K - $53.4K
|
10.9K
$541K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.24K- 47.37% |
$61.1K - $62.7K
|
1.38K
$68.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-5.21K- 24.76% |
$256K - $263K
|
15.8K
$783K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.4K- 67.78% |
$612K - $628K
|
5.91K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-28.3K- 39.5% |
$1.39M - $1.43M
|
43.3K
$2.14M
|