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 62 institutions that hold shares in the stock, with a total of 3.91 Million shares, which have been reported (via 13F filing form) to have a value of $195 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,357
shares
|
$913,077
0.0% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
17,976
shares
|
$894,126
0.0% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
16,435
shares
|
$817,476
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,688
shares
|
$780,321
0.0% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
14,787
shares
|
$735,505
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
13,639
shares
|
$678,403
0.32% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
11,984
shares
|
$596,084
0.22% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
11,722
shares
|
$583,052
0.5% of portfolio
|
Q1 2022
Added 17.99%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
9,274
shares
|
$461,288
0.2% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
8,641
shares
|
$429,803
0.21% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
8,100
shares
|
$402,894
0.02% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
8,094
shares
|
$402,595
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,831
shares
|
$339,773
0.04% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
6,606
shares
|
$328,582
0.0% of portfolio
|
Q3 2024
Added 36.97%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
6,247
shares
|
$310,725
0.0% of portfolio
|
Q3 2024
Reduced 36.27%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
6,165
shares
|
$306,647
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,543
shares
|
$275,708
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
5,100
shares
|
$253,674
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
4,952
shares
|
$246,312
0.0% of portfolio
|
Q3 2024
Reduced 11.37%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
4,755
shares
|
$236,513
0.06% of portfolio
|
Q3 2024
Reduced 75.73%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,695
shares
|
$233,529
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,298
shares
|
$213,782
0.0% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
4,250
shares
|
$211,395
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
4,177
shares
|
$207,763
0.0% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,076
shares
|
$202,740
0.0% of portfolio
|
Q3 2024
New holding
|