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 |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
17,426
shares
|
$863,109
0.0% of portfolio
|
Q1 2024
Added 79.41%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
14,270
shares
|
$706,793
0.0% of portfolio
|
Q1 2024
Reduced 27.21%
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
12,418
shares
|
$615,063
0.0% of portfolio
|
Q1 2024
Added 71.8%
|
|
Tria Gen Wealth Management LLC
|
Apr 23, 2024 Q1 2024 |
12,292
shares
|
$608,822
0.28% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
11,722
shares
|
$580,590
0.5% of portfolio
|
Q1 2022
Added 17.99%
|
|
Warren Street Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
9,418
shares
|
$466,473
0.23% of portfolio
|
Q4 2023
Reduced 9.05%
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 12, 2024 Q1 2024 |
9,246
shares
|
$457,954
0.18% of portfolio
|
Q1 2024
New holding
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 15, 2024 Q1 2024 |
8,661
shares
|
$428,979
0.22% of portfolio
|
Q1 2024
Added 37.3%
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 23, 2024 Q1 2024 |
8,071
shares
|
$399,756
0.22% of portfolio
|
Q1 2024
Reduced 39.93%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
8,000
shares
|
$396,240
0.02% of portfolio
|
Q4 2023
New holding
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
6,276
shares
|
$310,850
0.05% of portfolio
|
Q1 2024
Reduced 9.33%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
6,165
shares
|
$305,352
0.0% of portfolio
|
Q4 2023
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
5,560
shares
|
$275,386
0.0% of portfolio
|
Q1 2024
New holding
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
4,930
shares
|
$244,182
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
4,786
shares
|
$237,050
0.0% of portfolio
|
Q1 2024
Added 14.01%
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,695
shares
|
$232,543
0.11% of portfolio
|
Q2 2022
New holding
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
4,694
shares
|
$232,493
0.0% of portfolio
|
Q1 2024
Reduced 67.77%
|
|
Cypress Wealth Services, LLC
|
Apr 15, 2024 Q1 2024 |
4,250
shares
|
$210,502
0.05% of portfolio
|
Q4 2023
New holding
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
4,166
shares
|
$206,341
0.0% of portfolio
|
Q1 2024
New holding
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,130
shares
|
$204,558
0.0% of portfolio
|
Q1 2024
Added 0.73%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
4,121
shares
|
$204,113
0.01% of portfolio
|
Q4 2023
Added 17.04%
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2024 Q1 2024 |
4,033
shares
|
$199,754
0.03% of portfolio
|
Q1 2024
New holding
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
3,046
shares
|
$150,868
0.01% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
Chilton Capital Management LLC
Houston, TX |
May 07, 2024 Q1 2024 |
1,414
shares
|
$70,035
0.0% of portfolio
|
Q1 2023
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
864
shares
|
$42,793
0.0% of portfolio
|
Q1 2024
Reduced 3.57%
|