Purchases and Sales Made in Q2 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
248K+ 121.12% |
$11.9M - $12.7M
|
454K
$22.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
39.3KNew |
$1.88M - $2.01M
|
39.3K
$1.95M
|
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
11.9KNew |
$569K - $607K
|
11.9K
$591K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.2K+ 55.71% |
$535K - $570K
|
31.2K
$1.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.6KNew |
$508K - $541K
|
10.6K
$528K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.83KNew |
$375K - $400K
|
7.83K
$389K
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.88K+ 14.34% |
$233K - $249K
|
38.9K
$1.93M
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
4.7KNew |
$225K - $240K
|
4.7K
$234K
|
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.18K+ 13.88% |
$104K - $111K
|
17.9K
$888K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.82K+ 4.39% |
$86.9K - $92.7K
|
43.2K
$2.15M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.17K+ 8.96% |
$55.8K - $59.5K
|
14.2K
$705K
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1K+ 21.67% |
$47.9K - $51.1K
|
5.62K
$280K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
838New |
$40.1K - $42.8K
|
838
$41.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
817New |
$39.1K - $41.7K
|
817
$40.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
261+ 0.98% |
$12.5K - $13.3K
|
27K
$1.34M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
221New |
$10.6K - $11.3K
|
221
$11K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
145+ 0.49% |
$6.94K - $7.4K
|
30K
$1.49M
|
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
131+ 2.77% |
$6.27K - $6.69K
|
4.86K
$242K
|
|
|
Jul 20, 2022
Q2 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
68+ 0.55% |
$3.25K - $3.47K
|
12.5K
$621K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47+ 0.53% |
$2.25K - $2.4K
|
8.96K
$446K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.1% |
$47.9 - $51
|
985
$49K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-250- 0.23% |
$12K - $12.8K
|
109K
$5.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-409- 2.55% |
$19.6K - $20.9K
|
15.6K
$777K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-450- 2.9% |
$21.5K - $23K
|
15K
$748K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-889- 3.7% |
$42.5K - $45.4K
|
23.1K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.31K- 5.42% |
$62.5K - $66.7K
|
22.8K
$1.13M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.31K- 5.42% |
$62.5K - $66.7K
|
22.8K
$1.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.51K- 5.25% |
$72.4K - $77.2K
|
27.3K
$1.36M
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.2K- 30.34% |
$105K - $112K
|
5.05K
$251K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.38K- 1.1% |
$114K - $121K
|
214K
$10.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.1KClosed |
$196K - $209K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.22K- 39.82% |
$202K - $216K
|
6.38K
$317K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.58K- 37.89% |
$219K - $234K
|
7.5K
$373K
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.66K- 14.26% |
$223K - $238K
|
28K
$1.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.5K- 48.25% |
$263K - $281K
|
5.9K
$293K
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-5.52KClosed |
$264K - $282K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-16.6KClosed |
$796K - $849K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.2K- 61.41% |
$1.06M - $1.13M
|
14K
$694K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.5K- 30.74% |
$1.17M - $1.25M
|
55.1K
$2.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.5KClosed |
$1.55M - $1.66M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-56.9K- 23.21% |
$2.72M - $2.91M
|
188K
$9.37M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-67.1KClosed |
$3.21M - $3.43M
|
0
$0
|