Purchases and Sales Made in Q1 2023 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 2023. 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 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
148K+ 3606.8% |
$7.15M - $7.38M
|
152K
$7.61M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
81.8K+ 345.62% |
$3.95M - $4.08M
|
105K
$5.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
75.9K+ 115.02% |
$3.67M - $3.79M
|
142K
$7.11M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.5K+ 9.03% |
$992K - $1.02M
|
248K
$12.4M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.5KNew |
$700K - $723K
|
14.5K
$725K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.9K+ 25.22% |
$527K - $544K
|
54.1K
$2.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.8KNew |
$522K - $539K
|
10.8K
$541K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.9K+ 24.1% |
$334K - $344K
|
35.6K
$1.78M
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
3.57K+ 4.24% |
$172K - $178K
|
87.6K
$4.39M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.78K+ 60.95% |
$134K - $139K
|
7.34K
$368K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.39K+ 20.57% |
$116K - $119K
|
14K
$703K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.99K+ 9.62% |
$96.3K - $99.5K
|
22.7K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.46K+ 16.72% |
$70.7K - $73K
|
10.2K
$512K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.44K+ 4.57% |
$69.6K - $71.9K
|
33K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.41KNew |
$68.4K - $70.6K
|
1.41K
$70.8K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.32K+ 68.39% |
$63.8K - $65.9K
|
3.25K
$163K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.09K+ 7.06% |
$52.7K - $54.4K
|
16.6K
$829K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
840+ 5.73% |
$40.6K - $41.9K
|
15.5K
$776K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
300+ 0.39% |
$14.5K - $15K
|
78.1K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15+ 0.1% |
$725 - $749
|
15.1K
$756K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.8% |
$338 - $349
|
880
$44.1K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$48.3 - $49.9
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-44- 0.37% |
$2.13K - $2.2K
|
11.7K
$587K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.27K- 4.43% |
$61.4K - $63.4K
|
27.4K
$1.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 12.75% |
$75.7K - $78.1K
|
10.7K
$537K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 9.3% |
$92.2K - $95.2K
|
18.6K
$932K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.53K- 15.16% |
$122K - $126K
|
14.2K
$710K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.41K- 68.5% |
$165K - $170K
|
1.57K
$78.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-7.6K- 38.48% |
$367K - $379K
|
12.2K
$609K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.14K- 40.71% |
$442K - $456K
|
13.3K
$667K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-22K- 33.64% |
$1.06M - $1.1M
|
43.3K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-82.2K- 78.6% |
$3.97M - $4.1M
|
22.4K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-97.9K- 94.86% |
$4.73M - $4.88M
|
5.31K
$266K
|