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 |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
900+ 1.0% |
$44.4K - $45.4K
|
90.8K
$4.55M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-2.92K- 2.98% |
$144K - $147K
|
94.9K
$4.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.73% |
$98.7 - $101
|
276
$13.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.7KNew |
$1.76M - $1.8M
|
35.7K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
305+ 4.67% |
$15K - $15.4K
|
6.83K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.45K+ 24.07% |
$269K - $275K
|
28.1K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.74K+ 8.15% |
$135K - $138K
|
36.3K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20KNew |
$987K - $1.01M
|
20K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.1KNew |
$252K - $257K
|
5.1K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 9.02% |
$64K - $65.4K
|
15.7K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.08KNew |
$201K - $205K
|
4.08K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.4K+ 8.85% |
$908K - $927K
|
226K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.66K+ 9.32% |
$477K - $487K
|
113K
$5.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-500- 15.4% |
$24.7K - $25.2K
|
2.75K
$138K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.14K+ 9.22% |
$106K - $108K
|
25.4K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$49.3 - $50.4
|
1
$50.1
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.2K- 33.24% |
$602K - $615K
|
24.5K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.4K- 31.5% |
$958K - $978K
|
42.2K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
16.4KNew |
$811K - $828K
|
16.4K
$823K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.56K- 36.27% |
$175K - $179K
|
6.25K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.09KNew |
$399K - $408K
|
8.09K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.54KNew |
$273K - $279K
|
5.54K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.1K+ 13.31% |
$153K - $156K
|
26.4K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
116+ 2.77% |
$5.72K - $5.85K
|
4.3K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.54K+ 8.27% |
$175K - $179K
|
46.4K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
255+ 0.82% |
$12.6K - $12.9K
|
31.3K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-14.8K- 75.73% |
$732K - $748K
|
4.76K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.6K+ 184.16% |
$128K - $131K
|
4.02K
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.47KNew |
$122K - $124K
|
2.47K
$124K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.4K+ 13.16% |
$4.31M - $4.41M
|
752K
$37.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-635- 11.37% |
$31.3K - $32K
|
4.95K
$248K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-431- 2.01% |
$21.3K - $21.7K
|
21K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.62K- 12.49% |
$129K - $132K
|
18.4K
$920K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.16K- 76.97% |
$255K - $260K
|
1.55K
$77.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
21.4K+ 135.18% |
$1.05M - $1.08M
|
37.2K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.68K- 10.12% |
$132K - $135K
|
23.8K
$1.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-267- 1.24% |
$13.2K - $13.5K
|
21.2K
$1.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.91K- 27.71% |
$390K - $399K
|
20.6K
$1.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
680+ 5.25% |
$33.6K - $34.3K
|
13.6K
$683K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.78K+ 36.97% |
$88K - $89.9K
|
6.61K
$331K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.14K- 30.23% |
$56.1K - $57.3K
|
2.62K
$131K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
23+ 0.55% |
$1.13K - $1.16K
|
4.18K
$209K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-419- 2.28% |
$20.7K - $21.1K
|
18K
$901K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-140- 1.15% |
$6.91K - $7.06K
|
12K
$600K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-144- 1.53% |
$7.1K - $7.26K
|
9.27K
$465K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.69% |
$296 - $302
|
876
$43.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.21K+ 4.15% |
$59.5K - $60.8K
|
30.3K
$1.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
299+ 0.42% |
$14.8K - $15.1K
|
71.6K
$3.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.03KNew |
$199K - $203K
|
4.03K
$202K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|