Latest Institutional Transactions on First Tr Iii Calif Mun High In (FCAL)
This table provides information on the latest institutional transactions involving First Tr Iii Calif Mun High In (FCAL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
40+ 0.82% |
$1.89K - $1.97K
|
4.89K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
13.7K+ 33.64% |
$644K - $673K
|
54.2K
$2.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.29K- 19.29% |
$60.6K - $63.4K
|
5.38K
$257K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-670- 8.15% |
$31.6K - $33K
|
7.55K
$361K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.11K+ 7.11% |
$99.6K - $104K
|
31.8K
$1.52M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.04K+ 2.39% |
$147K - $151K
|
130K
$6.23M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 5.04% |
$89.5K - $91.8K
|
38.5K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-72.1K- 26.66% |
$3.5M - $3.59M
|
198K
$9.48M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.07% |
$243 - $249
|
6.79K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.8K- 10.19% |
$233K - $239K
|
42.3K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.9K+ 96.83% |
$672K - $689K
|
28.2K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.86K- 21.26% |
$430K - $441K
|
32.8K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5.81K- 4.51% |
$282K - $289K
|
123K
$5.89M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24.7K- 63.26% |
$1.2M - $1.23M
|
14.3K
$685K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.38K+ 18.1% |
$310K - $318K
|
41.6K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1K+ 3.57% |
$48.5K - $49.8K
|
29K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7KNew |
$616K - $632K
|
12.7K
$607K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.2KNew |
$58.2K - $59.7K
|
1.2K
$57.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
27.2K+ 47.45% |
$1.32M - $1.35M
|
84.5K
$4.04M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-680- 5.37% |
$33K - $33.8K
|
12K
$573K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.04K- 9.55% |
$50.7K - $51.9K
|
9.88K
$473K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.08K+ 58.0% |
$198K - $203K
|
11.1K
$532K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-176- 99.44% |
$8.54K - $8.76K
|
1
$47.9
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.37K+ 6.01% |
$115K - $118K
|
41.7K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$48.5 - $49.8
|
1
$47.9
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2+ 0.02% |
$97.1 - $99.5
|
9.07K
$434K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
4.74KNew |
$230K - $236K
|
4.74K
$227K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 6.9% |
$69.5K - $71.3K
|
22.2K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.06K- 20.73% |
$197K - $202K
|
15.5K
$743K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
370+ 2.34% |
$18K - $18.4K
|
16.2K
$775K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.22KNew |
$302K - $310K
|
6.22K
$298K
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
SELL
|
- |
-600- 2.78% |
$29.1K - $29.9K
|
21K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
680+ 5.0% |
$33K - $33.8K
|
14.3K
$683K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.2% |
$146 - $149
|
1.47K
$70.2K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-43K- 5.66% |
$2.09M - $2.14M
|
717K
$34.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.61K+ 6.89% |
$175K - $180K
|
56K
$2.68M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12- 0.19% |
$582 - $597
|
6.47K
$309K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
33+ 0.65% |
$1.6K - $1.64K
|
5.14K
$246K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
10.9KNew |
$530K - $544K
|
10.9K
$523K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
3.1K+ 11.44% |
$150K - $154K
|
30.2K
$1.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.23K- 30.49% |
$59.4K - $61K
|
2.79K
$134K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-708- 11.97% |
$34.4K - $35.2K
|
5.21K
$249K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3KNew |
$146K - $149K
|
3K
$144K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.4K+ 6.46% |
$67.7K - $69.5K
|
23K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.11K+ 2.09% |
$102K - $105K
|
103K
$4.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.79K- 50.0% |
$281K - $288K
|
5.79K
$277K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
14.6KNew |
$710K - $728K
|
14.6K
$700K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.63K- 7.66% |
$79.2K - $81.2K
|
19.7K
$942K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.13KNew |
$200K - $206K
|
4.13K
$198K
|
|