Purchases and Sales Made in Q1 2021 in 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) during Q1 2021. The information is specifically focused on institutions that hold shares of FIRST TR III CALIF MUN HIGH IN.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.3K+ 28.62% |
$2.1M - $2.16M
|
176K
$8.87M
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.7KNew |
$1.06M - $1.08M
|
19.7K
$993K
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16KNew |
$855K - $876K
|
16K
$802K
|
|
Jan 02, 2024
Q1 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
7.94K+ 25.36% |
$425K - $436K
|
39.2K
$1.97M
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.65K+ 19.2% |
$410K - $421K
|
47.5K
$2.39M
|
|
May 14, 2021
Q1 2021
|
Karp Capital Management Corp
|
BUY
|
- |
6.55K+ 11.41% |
$351K - $360K
|
64K
$3.22M
|
|
May 05, 2021
Q1 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
6.43K+ 119.93% |
$345K - $353K
|
11.8K
$593K
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.75KNew |
$308K - $316K
|
5.75K
$289K
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.64K+ 134.54% |
$302K - $310K
|
9.83K
$494K
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.35K+ 18.83% |
$233K - $239K
|
27.5K
$1.38M
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.85K+ 34.52% |
$153K - $156K
|
11.1K
$558K
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.43K+ 13.19% |
$130K - $134K
|
20.9K
$1.05M
|
|
May 10, 2021
Q1 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.14K+ 2.0% |
$114K - $117K
|
109K
$5.48M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.06K+ 9.55% |
$110K - $113K
|
23.6K
$1.19M
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.66K+ 17.85% |
$89.1K - $91.4K
|
11K
$552K
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.5K+ 13.94% |
$80.2K - $82.2K
|
12.2K
$615K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
686+ 6.07% |
$36.8K - $37.7K
|
12K
$602K
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
8+ 0.38% |
$429 - $440
|
2.12K
$107K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-19- 1.84% |
$1.02K - $1.04K
|
1.01K
$50.9K
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20- 0.18% |
$1.07K - $1.1K
|
11.4K
$573K
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-1KClosed |
$53.6K - $54.9K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-4.04KClosed |
$217K - $222K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-4.94KClosed |
$264K - $271K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-19.1KClosed |
$1.02M - $1.05M
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-48.7K- 17.06% |
$2.61M - $2.68M
|
237K
$11.9M
|