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 |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.14K+ 9.41% |
$155K - $157K
|
36.5K
$1.81M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.68K+ 13.96% |
$231K - $234K
|
38.2K
$1.89M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.17KNew |
$206K - $209K
|
4.17K
$206K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.4K+ 8.11% |
$711K - $722K
|
192K
$9.52M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.19K+ 71.8% |
$256K - $260K
|
12.4K
$615K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
113KNew |
$5.58M - $5.66M
|
113K
$5.6M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19K+ 31.1% |
$939K - $953K
|
80.2K
$3.97M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
55.5KNew |
$2.74M - $2.78M
|
55.5K
$2.75M
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-646- 9.33% |
$31.9K - $32.3K
|
6.28K
$311K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
529+ 1.69% |
$26.1K - $26.5K
|
31.9K
$1.58M
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.74% |
$98.7 - $100
|
272
$13.5K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.55K+ 6.2% |
$76.6K - $77.7K
|
26.6K
$1.32M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.56KNew |
$274K - $278K
|
5.56K
$275K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-21- 0.68% |
$1.04K - $1.05K
|
3.05K
$151K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
169+ 0.85% |
$8.34K - $8.46K
|
20.1K
$996K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.06K- 99.95% |
$102K - $103K
|
1
$49.5
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
129K+ 28.6% |
$6.38M - $6.47M
|
582K
$28.8M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.62K- 7.91% |
$129K - $131K
|
30.5K
$1.51M
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
7.53K+ 62.24% |
$372K - $377K
|
19.6K
$972K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.93KNew |
$243K - $247K
|
4.93K
$244K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
87.2KNew |
$4.3M - $4.37M
|
87.2K
$4.32M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.34K- 27.21% |
$263K - $267K
|
14.3K
$707K
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.78K- 5.29% |
$88K - $89.3K
|
31.9K
$1.58M
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
805+ 2.86% |
$39.7K - $40.3K
|
28.9K
$1.43M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
620+ 2.14% |
$30.6K - $31K
|
29.6K
$1.46M
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.8K+ 45.48% |
$336K - $340K
|
21.8K
$1.08M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
30+ 0.73% |
$1.48K - $1.5K
|
4.13K
$205K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.71K+ 79.41% |
$381K - $386K
|
17.4K
$863K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-9.87K- 67.77% |
$487K - $494K
|
4.69K
$232K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
110+ 49.77% |
$5.43K - $5.51K
|
331
$16.4K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
551+ 2.64% |
$27.2K - $27.6K
|
21.4K
$1.06M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-32- 3.57% |
$1.58K - $1.6K
|
864
$42.8K
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-78- 0.63% |
$3.85K - $3.9K
|
12.3K
$609K
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-5.36K- 39.93% |
$265K - $269K
|
8.07K
$400K
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.03KNew |
$199K - $202K
|
4.03K
$200K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.05K- 1.21% |
$51.8K - $52.6K
|
85.9K
$4.25M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
313K+ 30.71% |
$15.4M - $15.6M
|
1.33M
$65.9M
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-24.4K- 21.33% |
$1.2M - $1.22M
|
89.9K
$4.45M
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
140+ 0.73% |
$6.91K - $7.01K
|
19.4K
$963K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
588+ 14.01% |
$29K - $29.4K
|
4.79K
$237K
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.35K+ 37.3% |
$116K - $118K
|
8.66K
$429K
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
11.1K+ 24.57% |
$547K - $555K
|
56.2K
$2.78M
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
9.25KNew |
$456K - $463K
|
9.25K
$458K
|
|
Q4 2023 | |||||||
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-937- 9.05% |
$43.5K - $46.9K
|
9.42K
$466K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.17KNew |
$286K - $308K
|
6.17K
$305K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
600+ 17.04% |
$27.9K - $30K
|
4.12K
$204K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-926- 96.36% |
$43K - $46.3K
|
35
$1.73K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.21K+ 1.42% |
$103K - $111K
|
158K
$7.85M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.6KNew |
$1M - $1.08M
|
21.6K
$1.07M
|