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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.68K- 15.16% |
$79.5K - $83K
|
9.43K
$451K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.7K+ 6.42% |
$600K - $627K
|
211K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
33.3KNew |
$1.57M - $1.64M
|
33.3K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.73K+ 6.54% |
$129K - $135K
|
44.5K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.74KNew |
$459K - $480K
|
9.74K
$466K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$47.2 - $49.3
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-708- 5.58% |
$33.4K - $34.9K
|
12K
$573K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-53.9K- 41.4% |
$2.54M - $2.66M
|
76.3K
$3.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.3K+ 40.88% |
$817K - $853K
|
59.7K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.11KNew |
$241K - $252K
|
5.11K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
56.1K+ 171.02% |
$2.65M - $2.77M
|
89K
$4.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.01K+ 16.82% |
$331K - $345K
|
48.7K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.9KNew |
$560K - $585K
|
11.9K
$568K
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
2.73K+ 62.83% |
$129K - $135K
|
7.08K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
17.3KNew |
$815K - $851K
|
17.3K
$825K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.8K- 56.24% |
$934K - $976K
|
15.4K
$737K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
21K+ 24.81% |
$989K - $1.03M
|
105K
$5.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-10.2K- 68.02% |
$481K - $503K
|
4.8K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.21K- 43.33% |
$293K - $306K
|
8.12K
$388K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 1.7% |
$708 - $740
|
898
$42.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-268- 4.99% |
$12.6K - $13.2K
|
5.1K
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.4K+ 9.82% |
$3.32M - $3.47M
|
788K
$37.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
200+ 7.38% |
$9.44K - $9.86K
|
2.91K
$139K
|
|
|
Aug 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
SELL
|
- |
-470- 2.24% |
$22.2K - $23.2K
|
20.5K
$981K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
584+ 2.63% |
$27.6K - $28.8K
|
22.8K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
33KNew |
$1.56M - $1.63M
|
33K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.41K- 8.73% |
$66.7K - $69.7K
|
14.8K
$707K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.39KNew |
$207K - $216K
|
4.39K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.14K+ 31.45% |
$101K - $105K
|
8.93K
$427K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.99KNew |
$236K - $246K
|
4.99K
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-67- 1.3% |
$3.16K - $3.3K
|
5.07K
$242K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.9K+ 17.69% |
$467K - $488K
|
65.9K
$3.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-515- 7.97% |
$24.3K - $25.4K
|
5.95K
$284K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.98K+ 19.21% |
$141K - $147K
|
18.5K
$885K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.4K+ 24.17% |
$66K - $69K
|
7.19K
$344K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
7.06K+ 6.85% |
$333K - $348K
|
110K
$5.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.36% |
$47.2 - $49.3
|
282
$13.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.7K+ 6.68% |
$80.3K - $83.9K
|
27.1K
$1.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
180+ 3.46% |
$8.49K - $8.87K
|
5.39K
$258K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30+ 0.15% |
$1.42K - $1.48K
|
19.7K
$942K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.27KNew |
$201K - $210K
|
4.27K
$204K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
420+ 3.84% |
$19.8K - $20.7K
|
11.3K
$542K
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.64K+ 2.15% |
$125K - $130K
|
126K
$6.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-1.7K- 8.05% |
$80.2K - $83.8K
|
19.4K
$928K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.06K+ 319.64% |
$49.9K - $52.2K
|
1.39K
$66.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.35K- 5.88% |
$63.8K - $66.7K
|
21.7K
$1.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.27% |
$189 - $197
|
1.47K
$70.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
36+ 0.84% |
$1.7K - $1.77K
|
4.32K
$206K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20.6K+ 144.22% |
$972K - $1.02M
|
34.9K
$1.67M
|