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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.4K+ 13.16% |
$4.31M - $4.41M
|
752K
$37.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
77.9K+ 4.54% |
$3.84M - $3.93M
|
1.8M
$89.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.7KNew |
$1.76M - $1.8M
|
35.7K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
21.4K+ 135.18% |
$1.05M - $1.08M
|
37.2K
$1.86M
|
|
|
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
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.4K+ 8.85% |
$908K - $927K
|
226K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
16.4KNew |
$811K - $828K
|
16.4K
$823K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
14.8KNew |
$730K - $745K
|
14.8K
$741K
|
|
|
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
|
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 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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.1KNew |
$252K - $257K
|
5.1K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.08KNew |
$201K - $205K
|
4.08K
$204K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.03KNew |
$199K - $203K
|
4.03K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.54K+ 8.27% |
$175K - $179K
|
46.4K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.1K+ 13.31% |
$153K - $156K
|
26.4K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.74K+ 8.15% |
$135K - $138K
|
36.3K
$1.82M
|
|
|
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 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.14K+ 9.22% |
$106K - $108K
|
25.4K
$1.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.78K+ 36.97% |
$88K - $89.9K
|
6.61K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 9.02% |
$64K - $65.4K
|
15.7K
$786K
|
|
|
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
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
900+ 1.0% |
$44.4K - $45.4K
|
90.8K
$4.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
680+ 5.25% |
$33.6K - $34.3K
|
13.6K
$683K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
332+ 1.07% |
$16.4K - $16.7K
|
31.3K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
305+ 4.67% |
$15K - $15.4K
|
6.83K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
299+ 0.42% |
$14.8K - $15.1K
|
71.6K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
255+ 0.82% |
$12.6K - $12.9K
|
31.3K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
116+ 2.77% |
$5.72K - $5.85K
|
4.3K
$215K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
23+ 0.55% |
$1.13K - $1.16K
|
4.18K
$209K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.69% |
$296 - $302
|
876
$43.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.73% |
$98.7 - $101
|
276
$13.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$49.3 - $50.4
|
1
$50.1
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
33.2KNew |
$1.62M - $1.65M
|
33.2K
$1.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
900New |
$43.9K - $44.8K
|
900
$45.1K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
700New |
$34.2K - $34.9K
|
700
$35.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
302+ 7.25% |
$14.7K - $15K
|
4.47K
$224K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
132New |
$6.44K - $6.58K
|
132
$6.61K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
100+ 1.25% |
$4.88K - $4.98K
|
8.1K
$406K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
113KNew |
$5.58M - $5.66M
|
113K
$5.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
110+ 49.77% |
$5.43K - $5.51K
|
331
$16.6K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.6KNew |
$1M - $1.08M
|
21.6K
$1.08M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.17KNew |
$286K - $308K
|
6.17K
$309K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.26KNew |
$198K - $213K
|
4.26K
$213K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.25KNew |
$197K - $213K
|
4.25K
$213K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.01KNew |
$186K - $201K
|
4.01K
$201K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
86New |
$4K - $4.3K
|
86
$4.31K
|
|