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 54 institutions that hold shares in the stock, with a total of 3.26 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
1,330,261
shares
|
$65.8 Million
1.69% of portfolio
|
Q1 2024
Added 30.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
581,610
shares
|
$28.8 Million
0.02% of portfolio
|
Q1 2024
Added 28.6%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
192,155
shares
|
$9.5 Million
0.0% of portfolio
|
Q1 2024
Added 8.11%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
113,143
shares
|
$5.59 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
Apr 17, 2024 Q1 2024 |
89,884
shares
|
$4.44 Million
0.96% of portfolio
|
Q1 2024
Reduced 21.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
87,208
shares
|
$4.31 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 19, 2024 Q1 2024 |
85,850
shares
|
$4.24 Million
1.02% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
80,226
shares
|
$3.97 Million
0.0% of portfolio
|
Q1 2024
Added 31.1%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 12, 2024 Q1 2024 |
56,171
shares
|
$2.78 Million
0.78% of portfolio
|
Q1 2024
Added 24.57%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
55,464
shares
|
$2.74 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
38,234
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2024
Added 13.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
36,476
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2024
Added 9.41%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
May 03, 2024 Q1 2024 |
31,914
shares
|
$1.58 Million
0.66% of portfolio
|
Q1 2024
Reduced 5.29%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
31,879
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2024
Added 1.69%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
30,951
shares
|
$1.53 Million
0.69% of portfolio
|
Q4 2023
Added 33.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
30,512
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.91%
|
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
29,550
shares
|
$1.46 Million
0.05% of portfolio
|
Q1 2024
Added 2.14%
|
|
|
Magnus Financial Group LLC
New York, NY |
May 03, 2024 Q1 2024 |
28,933
shares
|
$1.43 Million
0.17% of portfolio
|
Q1 2024
Added 2.86%
|
|
|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
26,602
shares
|
$1.32 Million
0.74% of portfolio
|
Q1 2024
Added 6.2%
|
|
|
Integral Investment Advisors, Inc.
|
May 01, 2024 Q1 2024 |
21,750
shares
|
$1.08 Million
0.45% of portfolio
|
Q1 2024
Added 45.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
21,406
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2024
Added 2.64%
|
|
|
Manchester Financial Inc
|
Apr 18, 2024 Q1 2024 |
21,120
shares
|
$1.04 Million
0.28% of portfolio
|
Q3 2022
Reduced 5.84%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
20,115
shares
|
$994,485
0.0% of portfolio
|
Q1 2024
Added 0.85%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
May 08, 2024 Q1 2024 |
19,623
shares
|
$970,161
0.61% of portfolio
|
Q1 2024
Added 62.24%
|
|
|
Signature Securities Group Corporation
|
Apr 15, 2024 Q1 2024 |
19,444
shares
|
$961,311
0.27% of portfolio
|
Q1 2024
Added 0.73%
|
|