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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 1.08% |
$146 - $149
|
281
$13.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.13KNew |
$200K - $206K
|
4.13K
$198K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-168- 0.71% |
$8.15K - $8.36K
|
23.4K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
4.35KNew |
$211K - $216K
|
4.35K
$208K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
9.23KNew |
$448K - $459K
|
9.23K
$442K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-5.04K- 25.14% |
$244K - $251K
|
15K
$718K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-100- 0.39% |
$4.85K - $4.98K
|
25.4K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
89.9K+ 4.71% |
$4.37M - $4.48M
|
2M
$95.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.55KNew |
$221K - $226K
|
4.55K
$218K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$97.1 - $99.5
|
9.31K
$445K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
33+ 0.78% |
$1.6K - $1.64K
|
4.28K
$205K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.13K- 25.95% |
$449K - $461K
|
26.1K
$1.25M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.54KNew |
$75.9K - $77.9K
|
1.54K
$73.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.62KNew |
$375K - $385K
|
7.62K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
57New |
$2.8K - $2.88K
|
57
$2.73K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
143+ 2.58% |
$7.04K - $7.22K
|
5.69K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 1.27% |
$1.72K - $1.77K
|
2.71K
$130K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
41.9KNew |
$2.06M - $2.12M
|
41.9K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
593New |
$29.2K - $30K
|
593
$28.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
6KNew |
$295K - $303K
|
6K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6KNew |
$295K - $303K
|
6K
$287K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
268+ 5.25% |
$13.2K - $13.5K
|
5.37K
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.8% |
$344 - $354
|
883
$42.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.24K- 47.37% |
$61.1K - $62.7K
|
1.38K
$66K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.22KNew |
$355K - $365K
|
7.22K
$346K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
14.8K+ 47.39% |
$730K - $749K
|
46.1K
$2.21M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.7KNew |
$1.76M - $1.8M
|
35.7K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.47KNew |
$122K - $124K
|
2.47K
$118K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.03KNew |
$199K - $203K
|
4.03K
$193K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
14.8KNew |
$730K - $745K
|
14.8K
$708K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
302+ 7.25% |
$14.7K - $15K
|
4.47K
$214K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
132New |
$6.44K - $6.58K
|
132
$6.32K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
900New |
$43.9K - $44.8K
|
900
$43.1K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
700New |
$34.2K - $34.9K
|
700
$33.5K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
113KNew |
$5.58M - $5.66M
|
113K
$5.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
110+ 49.77% |
$5.43K - $5.51K
|
331
$15.8K
|
|
| Q4 2023 | |||||||
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.17KNew |
$286K - $308K
|
6.17K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-926- 96.36% |
$43K - $46.3K
|
35
$1.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-394- 6.33% |
$18.3K - $19.7K
|
5.83K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20.9K- 82.35% |
$971K - $1.04M
|
4.48K
$214K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.01KNew |
$186K - $201K
|
4.01K
$192K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.99K- 31.99% |
$139K - $150K
|
6.36K
$304K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.07K- 61.5% |
$381K - $398K
|
5.05K
$242K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
345+ 2.39% |
$16.3K - $17K
|
14.8K
$706K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.06% |
$434 - $448
|
15.1K
$723K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.73KNew |
$469K - $485K
|
9.73K
$466K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
SELL
|
- |
-1.31K- 5.84% |
$61.3K - $65.2K
|
21.1K
$1.01M
|
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
2.33K+ 47.93% |
$109K - $116K
|
7.19K
$344K
|
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
72+ 0.58% |
$3.37K - $3.59K
|
12.6K
$601K
|
|
| Q2 2022 | |||||||
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
4.7KNew |
$225K - $240K
|
4.7K
$225K
|
|