Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
82KNew |
$3.84M - $4.08M
|
82K
$4.08M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
45.2K+ 9.97% |
$2.12M - $2.25M
|
499K
$24.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.2KNew |
$1.18M - $1.26M
|
25.2K
$1.25M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
17.4KNew |
$815K - $867K
|
17.4K
$865K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.8K+ 98.55% |
$644K - $685K
|
27.7K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.3KNew |
$528K - $562K
|
11.3K
$561K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.83K+ 5.22% |
$460K - $490K
|
198K
$9.85M
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
9.67KNew |
$453K - $482K
|
9.67K
$481K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
8.71K+ 1066.22% |
$408K - $434K
|
9.53K
$474K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.95KNew |
$279K - $296K
|
5.95K
$296K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.51K+ 8.13% |
$165K - $175K
|
46.7K
$2.32M
|
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
2.33K+ 47.93% |
$109K - $116K
|
7.19K
$358K
|
|
|
Oct 28, 2022
Q3 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.9K+ 10.64% |
$89K - $94.7K
|
19.8K
$982K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.32K+ 4.91% |
$61.9K - $65.9K
|
28.3K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.01K+ 4.41% |
$47.1K - $50.1K
|
23.8K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
535+ 1.71% |
$25K - $26.7K
|
31.8K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
435+ 1.88% |
$20.4K - $21.7K
|
23.6K
$1.17M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
122+ 0.44% |
$5.71K - $6.08K
|
28.1K
$1.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
72+ 0.58% |
$3.37K - $3.59K
|
12.6K
$625K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
16+ 0.11% |
$749 - $797
|
15.1K
$749K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.1% |
$46.8 - $49.8
|
986
$49K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-352- 2.25% |
$16.5K - $17.5K
|
15.3K
$760K
|
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-418- 3.52% |
$19.6K - $20.8K
|
11.5K
$570K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-960- 6.77% |
$44.9K - $47.8K
|
13.2K
$657K
|
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
SELL
|
- |
-1.31K- 5.84% |
$61.3K - $65.2K
|
21.1K
$1.05M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.31K- 17.51% |
$61.5K - $65.5K
|
6.19K
$308K
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3.65K- 3.34% |
$171K - $182K
|
106K
$5.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.53K- 16.59% |
$212K - $226K
|
22.8K
$1.13M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.77K- 29.27% |
$411K - $437K
|
21.2K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-9.92K- 25.5% |
$464K - $494K
|
29K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-42.2K- 76.65% |
$1.98M - $2.1M
|
12.9K
$640K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-103K- 47.97% |
$4.81M - $5.12M
|
111K
$5.54M
|