Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
313K+ 30.71% |
$15.4M - $15.6M
|
1.33M
$66.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
129K+ 28.6% |
$6.38M - $6.47M
|
582K
$28.9M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
113KNew |
$5.58M - $5.66M
|
113K
$5.63M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
87.2KNew |
$4.3M - $4.37M
|
87.2K
$4.34M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
55.5KNew |
$2.74M - $2.78M
|
55.5K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19K+ 31.1% |
$939K - $953K
|
80.2K
$3.99M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.4K+ 8.11% |
$711K - $722K
|
192K
$9.56M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.4K+ 8.11% |
$711K - $722K
|
192K
$9.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
11.1K+ 24.57% |
$547K - $555K
|
56.2K
$2.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
9.25KNew |
$456K - $463K
|
9.25K
$460K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.71K+ 79.41% |
$381K - $386K
|
17.4K
$867K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
7.53K+ 62.24% |
$372K - $377K
|
19.6K
$976K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.8K+ 45.48% |
$336K - $340K
|
21.8K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.18K+ 22.74% |
$305K - $309K
|
33.3K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.56KNew |
$274K - $278K
|
5.56K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.19K+ 71.8% |
$256K - $260K
|
12.4K
$618K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.93KNew |
$243K - $247K
|
4.93K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.68K+ 13.96% |
$231K - $234K
|
38.2K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.17KNew |
$206K - $209K
|
4.17K
$207K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.03KNew |
$199K - $202K
|
4.03K
$201K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.14K+ 9.41% |
$155K - $157K
|
36.5K
$1.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.35K+ 37.3% |
$116K - $118K
|
8.66K
$431K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.12K+ 51.47% |
$105K - $106K
|
6.24K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.55K+ 6.2% |
$76.6K - $77.7K
|
26.6K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
805+ 2.86% |
$39.7K - $40.3K
|
28.9K
$1.44M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
620+ 2.14% |
$30.6K - $31K
|
29.6K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
588+ 14.01% |
$29K - $29.4K
|
4.79K
$238K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
551+ 2.64% |
$27.2K - $27.6K
|
21.4K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
529+ 1.69% |
$26.1K - $26.5K
|
31.9K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
169+ 0.85% |
$8.34K - $8.46K
|
20.1K
$1M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
140+ 0.73% |
$6.91K - $7.01K
|
19.4K
$967K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
110+ 49.77% |
$5.43K - $5.51K
|
331
$16.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
30+ 0.73% |
$1.48K - $1.5K
|
4.13K
$205K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.74% |
$98.7 - $100
|
272
$13.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-21- 0.68% |
$1.04K - $1.05K
|
3.05K
$152K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-32- 3.57% |
$1.58K - $1.6K
|
864
$43K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-78- 0.63% |
$3.85K - $3.9K
|
12.3K
$611K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-646- 9.33% |
$31.9K - $32.3K
|
6.28K
$312K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.05K- 1.21% |
$51.8K - $52.6K
|
85.9K
$4.27M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.78K- 5.29% |
$88K - $89.3K
|
31.9K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.06K- 99.95% |
$102K - $103K
|
1
$49.7
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.62K- 7.91% |
$129K - $131K
|
30.5K
$1.52M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.34K- 27.21% |
$263K - $267K
|
14.3K
$710K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-5.36K- 39.93% |
$265K - $269K
|
8.07K
$401K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-9.87K- 67.77% |
$487K - $494K
|
4.69K
$233K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.8K- 7.62% |
$782K - $793K
|
192K
$9.56M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.5K- 22.62% |
$1.16M - $1.17M
|
80.2K
$3.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-24.4K- 21.33% |
$1.2M - $1.22M
|
89.9K
$4.47M
|