Institutional Ownership First Tr Iii Calif Mun High In (FCAL)
This table provides information about the institutional ownership of First Tr Iii Calif Mun High In (FCAL). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 4.58 Million shares, which have been reported (via 13F filing form) to have a value of $219 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,971,695
shares
|
$94.3 Million
1.66% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
787,882
shares
|
$37.7 Million
0.01% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
210,892
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Citizens Business Bank
Ontario, CA |
Jul 29, 2025 Q2 2025 |
125,718
shares
|
$6.01 Million
1.23% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
110,095
shares
|
$5.26 Million
0.98% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
105,477
shares
|
$5.04 Million
0.04% of portfolio
|
Q2 2025
Added 24.81%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
88,954
shares
|
$4.25 Million
0.0% of portfolio
|
Q2 2025
Added 171.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
76,309
shares
|
$3.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 41.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
65,904
shares
|
$3.15 Million
0.01% of portfolio
|
Q2 2025
Added 17.69%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
59,653
shares
|
$2.85 Million
0.0% of portfolio
|
Q2 2025
Added 40.88%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
54,231
shares
|
$2.59 Million
0.57% of portfolio
|
Q2 2025
Added 33.64%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
48,652
shares
|
$2.33 Million
0.09% of portfolio
|
Q2 2025
Added 16.82%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
46,136
shares
|
$2.21 Million
0.42% of portfolio
|
Q4 2024
Added 47.39%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
44,463
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
40,752
shares
|
$1.95 Million
0.18% of portfolio
|
Q2 2025
Added 27.78%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
38,452
shares
|
$1.84 Million
0.61% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
34,875
shares
|
$1.67 Million
0.06% of portfolio
|
Q2 2025
Added 144.22%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
33,265
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
32,962
shares
|
$1.58 Million
1.26% of portfolio
|
Q2 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
31,808
shares
|
$1.52 Million
0.43% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
29,000
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
27,148
shares
|
$1.3 Million
0.38% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
23,786
shares
|
$1.14 Million
0.31% of portfolio
|
Q2 2025
Added 60.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
22,790
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
21,656
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.88%
|