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 63 institutions that hold shares in the stock, with a total of 4.06 Million shares, which have been reported (via 13F filing form) to have a value of $199 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,909,177
shares
|
$93.7 Million
2.0% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
751,918
shares
|
$36.9 Million
0.02% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
226,397
shares
|
$11.1 Million
0.0% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
113,339
shares
|
$5.56 Million
0.0% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
100,930
shares
|
$4.95 Million
1.05% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
97,845
shares
|
$4.8 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
46,369
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
46,136
shares
|
$2.26 Million
0.53% of portfolio
|
Q4 2024
Added 47.39%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
43,345
shares
|
$2.13 Million
0.5% of portfolio
|
Q4 2024
Reduced 39.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
42,219
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.5%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
38,320
shares
|
$1.88 Million
0.62% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
36,324
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
35,682
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
35,264
shares
|
$1.73 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
31,348
shares
|
$1.54 Million
0.61% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
31,286
shares
|
$1.54 Million
0.15% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
28,074
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 24.07%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
26,397
shares
|
$1.3 Million
0.37% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
25,375
shares
|
$1.25 Million
0.67% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
24,523
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 33.24%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
23,530
shares
|
$1.15 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
21,613
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
21,188
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
21,120
shares
|
$1.04 Million
0.24% of portfolio
|
Q3 2022
Reduced 5.84%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
21,031
shares
|
$1.03 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.01%
|