Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
73.3KNew |
$4M - $4.08M
|
73.3K
$3.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.1K+ 16.88% |
$2.13M - $2.17M
|
271K
$13.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.8K+ 44.82% |
$913K - $932K
|
54.1K
$2.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.4KNew |
$677K - $691K
|
12.4K
$622K
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
7.18KNew |
$392K - $400K
|
7.18K
$360K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.32K+ 39.4% |
$345K - $352K
|
22.4K
$1.12M
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
5.31K+ 7.79% |
$289K - $295K
|
73.5K
$3.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.99K+ 20.06% |
$272K - $278K
|
29.9K
$1.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
4.45KNew |
$242K - $247K
|
4.45K
$223K
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.77K+ 10.81% |
$206K - $210K
|
38.7K
$1.94M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.76K+ 13.61% |
$96.1K - $98.1K
|
14.7K
$738K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.58K+ 7.38% |
$86K - $87.7K
|
23K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.13K+ 1.04% |
$61.3K - $62.6K
|
109K
$5.48M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
490+ 3.98% |
$26.7K - $27.3K
|
12.8K
$641K
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
293+ 2.13% |
$16K - $16.3K
|
14K
$704K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
230+ 2.06% |
$12.5K - $12.8K
|
11.4K
$572K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
218New |
$11.9K - $12.1K
|
218
$10.9K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
129+ 0.46% |
$7.03K - $7.18K
|
28K
$1.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$54.5 - $55.6
|
1
$50.1
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-41- 4.0% |
$2.24K - $2.28K
|
983
$49.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-92- 3.9% |
$5.02K - $5.12K
|
2.26K
$113K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-400Closed |
$21.8K - $22.3K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.69K- 13.52% |
$92.3K - $94.2K
|
10.8K
$542K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.69K- 6.97% |
$92.4K - $94.2K
|
22.6K
$1.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.89K- 18.66% |
$212K - $217K
|
17K
$850K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-11.4KClosed |
$622K - $634K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-51.4KClosed |
$2.8M - $2.86M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-229K- 96.29% |
$12.5M - $12.7M
|
8.83K
$442K
|