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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10K+ 232.85% |
$492K - $506K
|
14.3K
$705K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
39KNew |
$1.92M - $1.97M
|
39K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
126+ 0.59% |
$6.2K - $6.36K
|
21.3K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.04K+ 8.38% |
$150K - $154K
|
39.4K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.5K+ 67.9% |
$271K - $278K
|
13.6K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.62KNew |
$375K - $385K
|
7.62K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.8K+ 12.21% |
$681K - $699K
|
127K
$6.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
34K+ 35.77% |
$1.67M - $1.72M
|
129K
$6.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.72% |
$98.4 - $101
|
278
$13.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.8K+ 19.36% |
$2.16M - $2.21M
|
270K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.6K+ 48.48% |
$670K - $687K
|
41.7K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
143+ 2.58% |
$7.04K - $7.22K
|
5.69K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 1.27% |
$1.72K - $1.77K
|
2.71K
$134K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
973+ 12.02% |
$47.9K - $49.1K
|
9.07K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8K+ 40.0% |
$394K - $404K
|
28K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
21.6KNew |
$1.06M - $1.09M
|
21.6K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.93K+ 11.67% |
$242K - $249K
|
47.1K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.02K+ 12.98% |
$296K - $304K
|
52.4K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
57New |
$2.8K - $2.88K
|
57
$2.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
40.9K+ 248.74% |
$2.01M - $2.06M
|
57.3K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
176+ 17600.0% |
$8.66K - $8.89K
|
177
$8.72K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.96K+ 72.5% |
$145K - $149K
|
7.03K
$346K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
41.9KNew |
$2.06M - $2.12M
|
41.9K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.4K- 67.78% |
$612K - $628K
|
5.91K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-44- 0.64% |
$2.16K - $2.22K
|
6.79K
$334K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.56K+ 1.14% |
$421K - $433K
|
760K
$37.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
593New |
$29.2K - $30K
|
593
$29.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
5.26K+ 16.78% |
$259K - $266K
|
36.6K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.61K+ 8.95% |
$79.1K - $81.2K
|
19.6K
$965K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-5.21K- 24.76% |
$256K - $263K
|
15.8K
$780K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-80- 5.18% |
$3.94K - $4.04K
|
1.47K
$72.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-418- 1.7% |
$20.6K - $21.1K
|
24.1K
$1.19M
|
|
|
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 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
6KNew |
$295K - $303K
|
6K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.09K+ 32.41% |
$250K - $257K
|
20.8K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
230+ 3.68% |
$11.3K - $11.6K
|
6.48K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6KNew |
$295K - $303K
|
6K
$296K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
268+ 5.25% |
$13.2K - $13.5K
|
5.37K
$264K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.4K+ 46.93% |
$315K - $323K
|
20K
$987K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-850- 3.22% |
$41.8K - $42.9K
|
25.5K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.8% |
$344 - $354
|
883
$43.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
929+ 22.24% |
$45.7K - $46.9K
|
5.11K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
59+ 1.24% |
$2.9K - $2.98K
|
4.81K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.24K- 47.37% |
$61.1K - $62.7K
|
1.38K
$68K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.31% |
$1.43K - $1.46K
|
9.3K
$458K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.31KNew |
$212K - $218K
|
4.31K
$212K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-244- 1.03% |
$12K - $12.3K
|
23.5K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.06K- 8.82% |
$52K - $53.4K
|
10.9K
$538K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.22KNew |
$355K - $365K
|
7.22K
$356K
|