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 76 institutions that hold shares in the stock, with a total of 4.37 Million shares, which have been reported (via 13F filing form) to have a value of $209 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,999,125
shares
|
$95.7 Million
2.04% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
717,461
shares
|
$34.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
198,171
shares
|
$9.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
130,218
shares
|
$6.23 Million
0.0% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
123,075
shares
|
$5.89 Million
1.33% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
103,035
shares
|
$4.93 Million
1.07% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
84,513
shares
|
$4.04 Million
0.04% of portfolio
|
Q1 2025
Added 47.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
56,000
shares
|
$2.68 Million
0.01% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
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%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
46,136
shares
|
$2.21 Million
0.47% of portfolio
|
Q4 2024
Added 47.39%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
42,344
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
41,732
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
41,646
shares
|
$1.99 Million
0.09% of portfolio
|
Q1 2025
Added 18.1%
|
|
|
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%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
35,202
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.95%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
32,822
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.26%
|
|
|
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 |
May 14, 2025 Q1 2025 |
29,000
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
28,159
shares
|
$1.35 Million
0.06% of portfolio
|
Q1 2025
Added 96.83%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
25,447
shares
|
$1.22 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
23,362
shares
|
$1.12 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
23,009
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
22,206
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
21,120
shares
|
$1.01 Million
0.25% of portfolio
|
Q3 2022
Reduced 5.84%
|