Purchases and Sales Made in Q2 2025 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 2025. 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 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.11K+ 7.11% |
$99.6K - $104K
|
31.8K
$1.52M
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-670- 8.15% |
$31.6K - $33K
|
7.55K
$361K
|