Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.1K+ 31.23% |
N/A
|
232K
$11.5M
|
|
|
Aug 04, 2021
Q2 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
51.4KNew |
N/A
|
51.4K
$2.56M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.4KNew |
N/A
|
37.4K
$1.86M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
BUY
|
- |
22.4KNew |
N/A
|
22.4K
$1.12M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.8K+ 124.26% |
N/A
|
24.9K
$1.24M
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.22K+ 63.26% |
N/A
|
16.1K
$799K
|
|
|
Aug 13, 2021
Q2 2021
|
Karp Capital Management Corp
|
BUY
|
- |
4.18K+ 6.53% |
N/A
|
68.2K
$3.39M
|
|
|
Aug 12, 2021
Q2 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.95K+ 16.56% |
N/A
|
13.8K
$684K
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.63K+ 8.27% |
N/A
|
21.4K
$1.06M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.12K+ 9.84% |
N/A
|
12.5K
$623K
|
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
750+ 13.04% |
N/A
|
6.5K
$323K
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
731+ 5.98% |
N/A
|
13K
$645K
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
671+ 2.84% |
N/A
|
24.3K
$1.21M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
669+ 0.28% |
N/A
|
238K
$11.8M
|
|
|
Jul 27, 2021
Q2 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
400New |
N/A
|
400
$19.9K
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
384+ 1.4% |
N/A
|
27.8K
$1.39M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
331+ 2.76% |
N/A
|
12.3K
$613K
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
237+ 11.18% |
N/A
|
2.36K
$117K
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
203+ 1.85% |
N/A
|
11.2K
$557K
|
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
11+ 1.09% |
N/A
|
1.02K
$51K
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
N/A
|
2
$99.5
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-668- 0.61% |
N/A
|
108K
$5.39M
|
|
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.34K- 11.06% |
N/A
|
34.9K
$1.74M
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16KClosed |
N/A
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.5KClosed |
N/A
|
0
$0
|
|