Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.4K- 31.5% |
$958K - $978K
|
42.2K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-14.8K- 75.73% |
$732K - $748K
|
4.76K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.2K- 33.24% |
$602K - $615K
|
24.5K
$1.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.91K- 27.71% |
$390K - $399K
|
20.6K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.16K- 76.97% |
$255K - $260K
|
1.55K
$76.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.56K- 36.27% |
$175K - $179K
|
6.25K
$308K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-2.92K- 2.98% |
$144K - $147K
|
94.9K
$4.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.68K- 10.12% |
$132K - $135K
|
23.8K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.62K- 12.49% |
$129K - $132K
|
18.4K
$906K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.14K- 30.23% |
$56.1K - $57.3K
|
2.62K
$129K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-635- 11.37% |
$31.3K - $32K
|
4.95K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-500- 15.4% |
$24.7K - $25.2K
|
2.75K
$135K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-431- 2.01% |
$21.3K - $21.7K
|
21K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-419- 2.28% |
$20.7K - $21.1K
|
18K
$887K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-267- 1.24% |
$13.2K - $13.5K
|
21.2K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-144- 1.53% |
$7.1K - $7.26K
|
9.27K
$458K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-140- 1.15% |
$6.91K - $7.06K
|
12K
$591K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-20- 0.23% |
$987 - $1.01K
|
8.64K
$426K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-76.8K- 88.05% |
$3.75M - $3.83M
|
10.4K
$514K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20.9K- 82.35% |
$971K - $1.04M
|
4.48K
$221K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.99K- 31.99% |
$139K - $150K
|
6.36K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-926- 96.36% |
$43K - $46.3K
|
35
$1.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-394- 6.33% |
$18.3K - $19.7K
|
5.83K
$288K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.07K- 61.5% |
$381K - $398K
|
5.05K
$249K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
SELL
|
- |
-1.31K- 5.84% |
$61.3K - $65.2K
|
21.1K
$1.04M
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-67.1KClosed |
$3.21M - $3.43M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-16.6KClosed |
$796K - $849K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-5.52KClosed |
$264K - $282K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.5K- 48.25% |
$263K - $281K
|
5.9K
$291K
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.22K- 39.82% |
$202K - $216K
|
6.38K
$315K
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.1KClosed |
$196K - $209K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.2K- 30.34% |
$105K - $112K
|
5.05K
$249K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9KClosed |
$458K - $492K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.83KClosed |
$195K - $209K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1KClosed |
$50.9K - $54.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-300Closed |
$15.3K - $16.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.26KClosed |
$123K - $124K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-700Closed |
$37.9K - $38.4K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-51.4KClosed |
$2.8M - $2.86M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-400Closed |
$21.8K - $22.3K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-19.1KClosed |
$1.02M - $1.05M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-4.94KClosed |
$264K - $271K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-4.04KClosed |
$217K - $222K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-1KClosed |
$53.6K - $54.9K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 19, 2021
Q4 2020
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-8.21KClosed |
$432K - $445K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-141Closed |
$7.42K - $7.65K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.9KClosed |
$99K - $102K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 05, 2020
Q1 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-51.7KClosed |
$2.42M - $2.84M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-11KClosed |
$583K - $588K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|