Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
323K+ 227.7% |
$15.6M - $16.1M
|
465K
$23.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 41.18% |
$4.92M - $5.08M
|
350K
$17.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49K+ 218.85% |
$2.36M - $2.44M
|
71.3K
$3.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.6K+ 40.43% |
$2.06M - $2.12M
|
148K
$7.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.2KNew |
$1.02M - $1.06M
|
21.2K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.5K+ 146.25% |
$990K - $1.02M
|
34.6K
$1.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
16.8KNew |
$812K - $839K
|
16.8K
$844K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
14.3K+ 194.25% |
$688K - $710K
|
21.6K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.73KNew |
$469K - $485K
|
9.73K
$487K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.4KNew |
$454K - $468K
|
9.4K
$471K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.35KNew |
$451K - $466K
|
9.35K
$468K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.37KNew |
$307K - $317K
|
6.37K
$319K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.87K+ 16.52% |
$283K - $293K
|
41.4K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.31KNew |
$256K - $264K
|
5.31K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.48K+ 8.29% |
$216K - $223K
|
58.6K
$2.93M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.62KNew |
$175K - $180K
|
3.62K
$182K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.58K+ 35.08% |
$173K - $178K
|
13.8K
$691K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.37K+ 12.76% |
$114K - $118K
|
21K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.26K+ 15.96% |
$109K - $113K
|
16.4K
$824K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.53K+ 1.0% |
$73.6K - $76.1K
|
154K
$7.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.51K+ 28.46% |
$72.8K - $75.2K
|
6.82K
$341K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.5K+ 95.72% |
$72.3K - $74.7K
|
3.07K
$154K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.21K+ 7.84% |
$58.6K - $60.5K
|
16.7K
$837K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1K+ 1.28% |
$48.2K - $49.8K
|
79.1K
$3.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
900+ 7.41% |
$43.4K - $44.8K
|
13.1K
$654K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
585+ 1.77% |
$28.2K - $29.1K
|
33.6K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
242+ 7.45% |
$11.7K - $12.1K
|
3.49K
$175K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
183+ 1.26% |
$8.83K - $9.12K
|
14.7K
$735K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
144+ 0.62% |
$6.95K - $7.17K
|
23.2K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
54+ 0.5% |
$2.6K - $2.69K
|
10.9K
$544K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.06% |
$434 - $448
|
15.1K
$757K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.45% |
$193 - $199
|
884
$44.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-43- 0.37% |
$2.07K - $2.14K
|
11.7K
$585K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-72- 0.26% |
$3.47K - $3.59K
|
28K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-192- 1.44% |
$9.26K - $9.56K
|
13.1K
$657K
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-250- 0.29% |
$12.1K - $12.5K
|
87.4K
$4.38M
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-354- 3.31% |
$17.1K - $17.6K
|
10.4K
$519K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-508- 2.24% |
$24.5K - $25.3K
|
22.2K
$1.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-646- 2.36% |
$31.2K - $32.2K
|
26.8K
$1.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.14K- 12.94% |
$103K - $107K
|
14.4K
$722K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-18.7K- 43.07% |
$900K - $929K
|
24.7K
$1.24M
|