Latest Institutional Purchases of First Tr Iii Calif Mun High In (FCAL)
This list provides information on the latest institutional transactions involving First Tr Iii Calif Mun High In (FCAL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
13.7K+ 33.64% |
$644K - $673K
|
54.2K
$2.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.11K+ 7.11% |
$99.6K - $104K
|
31.8K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
40+ 0.82% |
$1.89K - $1.97K
|
4.89K
$234K
|
|
| Q1 2025 | |||||||
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
89.9K+ 4.71% |
$4.37M - $4.48M
|
2M
$95.7M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
27.2K+ 47.45% |
$1.32M - $1.35M
|
84.5K
$4.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
14.6KNew |
$710K - $728K
|
14.6K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.9K+ 96.83% |
$672K - $689K
|
28.2K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7KNew |
$616K - $632K
|
12.7K
$607K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
10.9KNew |
$530K - $544K
|
10.9K
$523K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
9.23KNew |
$448K - $459K
|
9.23K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.38K+ 18.1% |
$310K - $318K
|
41.6K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.22KNew |
$302K - $310K
|
6.22K
$298K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
4.74KNew |
$230K - $236K
|
4.74K
$227K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.55KNew |
$221K - $226K
|
4.55K
$218K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
4.35KNew |
$211K - $216K
|
4.35K
$208K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.13KNew |
$200K - $206K
|
4.13K
$198K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.08K+ 58.0% |
$198K - $203K
|
11.1K
$532K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.61K+ 6.89% |
$175K - $180K
|
56K
$2.68M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
3.1K+ 11.44% |
$150K - $154K
|
30.2K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.04K+ 2.39% |
$147K - $151K
|
130K
$6.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3KNew |
$146K - $149K
|
3K
$144K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.37K+ 6.01% |
$115K - $118K
|
41.7K
$2M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.11K+ 2.09% |
$102K - $105K
|
103K
$4.93M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 5.04% |
$89.5K - $91.8K
|
38.5K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 6.9% |
$69.5K - $71.3K
|
22.2K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.4K+ 6.46% |
$67.7K - $69.5K
|
23K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.2KNew |
$58.2K - $59.7K
|
1.2K
$57.4K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1K+ 3.57% |
$48.5K - $49.8K
|
29K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
680+ 5.0% |
$33K - $33.8K
|
14.3K
$683K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
606+ 1.94% |
$29.4K - $30.2K
|
31.9K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
370+ 2.34% |
$18K - $18.4K
|
16.2K
$775K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
33+ 0.65% |
$1.6K - $1.64K
|
5.14K
$246K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
33+ 0.78% |
$1.6K - $1.64K
|
4.28K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.07% |
$243 - $249
|
6.79K
$325K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.2% |
$146 - $149
|
1.47K
$70.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 1.08% |
$146 - $149
|
281
$13.4K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2+ 0.02% |
$97.1 - $99.5
|
9.07K
$434K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$97.1 - $99.5
|
9.31K
$445K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$48.5 - $49.8
|
1
$47.9
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
41.9KNew |
$2.06M - $2.12M
|
41.9K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
14.8K+ 47.39% |
$730K - $749K
|
46.1K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.62KNew |
$375K - $385K
|
7.62K
$365K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.22KNew |
$355K - $365K
|
7.22K
$346K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6KNew |
$295K - $303K
|
6K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
6KNew |
$295K - $303K
|
6K
$287K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.54KNew |
$75.9K - $77.9K
|
1.54K
$73.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
593New |
$29.2K - $30K
|
593
$28.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
268+ 5.25% |
$13.2K - $13.5K
|
5.37K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
143+ 2.58% |
$7.04K - $7.22K
|
5.69K
$272K
|
|