Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
387K+ 29.09% |
$18.9M - $19.3M
|
1.72M
$86M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82.9K+ 14.25% |
$4.04M - $4.13M
|
664K
$33.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
33.2KNew |
$1.62M - $1.65M
|
33.2K
$1.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
31KNew |
$1.51M - $1.54M
|
31K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.5K+ 29.23% |
$1.14M - $1.17M
|
104K
$5.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.4K+ 61.19% |
$1.14M - $1.17M
|
61.6K
$3.09M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.8K+ 8.24% |
$773K - $789K
|
208K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.8K+ 8.24% |
$773K - $789K
|
208K
$10.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
15.2K+ 27.01% |
$740K - $756K
|
71.3K
$3.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
7.96K+ 8.86% |
$388K - $397K
|
97.8K
$4.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
6.56K+ 70.91% |
$320K - $327K
|
15.8K
$792K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.35K+ 17.41% |
$310K - $316K
|
42.8K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.22K+ 20.39% |
$304K - $310K
|
36.7K
$1.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.89K+ 60.56% |
$238K - $244K
|
13K
$649K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.87K+ 98.84% |
$238K - $243K
|
9.8K
$491K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.08K+ 4.75% |
$199K - $203K
|
89.9K
$4.51M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
3.61K+ 18.4% |
$176K - $180K
|
23.2K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.71K+ 5.36% |
$83.4K - $85.2K
|
33.6K
$1.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.55K+ 7.11% |
$75.5K - $77.1K
|
23.3K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
969+ 5.56% |
$47.3K - $48.3K
|
18.4K
$922K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
900New |
$43.9K - $44.8K
|
900
$45.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
862+ 4.29% |
$42.1K - $43K
|
21K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
700New |
$34.2K - $34.9K
|
700
$35.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
466+ 7.47% |
$22.7K - $23.2K
|
6.71K
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
302+ 7.25% |
$14.7K - $15K
|
4.47K
$224K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
250+ 3.98% |
$12.2K - $12.5K
|
6.53K
$327K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
200+ 6.57% |
$9.76K - $9.97K
|
3.25K
$163K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
146+ 0.5% |
$7.12K - $7.28K
|
29.1K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
145+ 0.75% |
$7.07K - $7.23K
|
19.6K
$981K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
142+ 0.46% |
$6.93K - $7.08K
|
31.1K
$1.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
132New |
$6.44K - $6.58K
|
132
$6.61K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
120+ 0.84% |
$5.85K - $5.98K
|
14.4K
$721K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
100+ 1.25% |
$4.88K - $4.98K
|
8.1K
$406K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49+ 0.23% |
$2.39K - $2.44K
|
21.5K
$1.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37+ 0.77% |
$1.81K - $1.84K
|
4.82K
$242K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27+ 0.49% |
$1.32K - $1.35K
|
5.59K
$280K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
24+ 0.58% |
$1.17K - $1.2K
|
4.15K
$208K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.69% |
$293 - $299
|
870
$43.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.74% |
$97.6 - $99.7
|
274
$13.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$48.8 - $49.8
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-168- 1.37% |
$8.2K - $8.37K
|
12.1K
$607K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-936- 19.94% |
$45.7K - $46.6K
|
3.76K
$188K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-995- 3.37% |
$48.5K - $49.6K
|
28.6K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-5.14K- 19.32% |
$251K - $256K
|
21.5K
$1.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-5.46K- 17.12% |
$267K - $272K
|
26.5K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.24K- 66.32% |
$402K - $410K
|
4.18K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.8K- 59.2% |
$1.6M - $1.64M
|
22.6K
$1.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-76.8K- 88.05% |
$3.75M - $3.83M
|
10.4K
$522K
|