Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
91.1K+ 19.58% |
$4.3M - $4.49M
|
556K
$27.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.7K+ 22.77% |
$3.76M - $3.93M
|
430K
$21.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.7K+ 50.04% |
$1.68M - $1.76M
|
107K
$5.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.5K+ 21.39% |
$591K - $617K
|
71.1K
$3.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.8K+ 32.17% |
$509K - $532K
|
44.4K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.49K+ 117.59% |
$353K - $369K
|
13.9K
$689K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.22K+ 4.2% |
$293K - $307K
|
154K
$7.67M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.32K+ 6.73% |
$251K - $262K
|
84.4K
$4.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.17K+ 14.27% |
$149K - $156K
|
25.4K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.75K+ 1.79% |
$130K - $136K
|
156K
$7.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.18K+ 2.49% |
$103K - $107K
|
89.6K
$4.46M
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.78K+ 13.6% |
$83.7K - $87.5K
|
14.8K
$737K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
961New |
$45.3K - $47.4K
|
961
$47.8K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
926+ 2.24% |
$43.7K - $45.6K
|
42.4K
$2.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
728+ 13.72% |
$34.3K - $35.9K
|
6.03K
$300K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
353+ 2.56% |
$16.7K - $17.4K
|
14.1K
$704K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
345+ 2.39% |
$16.3K - $17K
|
14.8K
$734K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
259+ 2.22% |
$12.2K - $12.8K
|
11.9K
$594K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
148+ 0.69% |
$6.98K - $7.29K
|
21.7K
$1.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
119+ 0.71% |
$5.61K - $5.86K
|
17K
$844K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
101+ 0.36% |
$4.76K - $4.98K
|
28.1K
$1.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62+ 0.66% |
$2.92K - $3.06K
|
9.47K
$471K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
55+ 0.51% |
$2.59K - $2.71K
|
10.9K
$543K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29+ 0.83% |
$1.37K - $1.43K
|
3.52K
$175K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.68% |
$283 - $296
|
890
$44.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-242- 0.7% |
$11.4K - $11.9K
|
34.3K
$1.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-245- 3.6% |
$11.6K - $12.1K
|
6.57K
$327K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-571- 3.42% |
$26.9K - $28.1K
|
16.1K
$802K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-930- 4.43% |
$43.9K - $45.8K
|
20.1K
$998K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.92K- 10.92% |
$138K - $144K
|
23.8K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.61K- 17.03% |
$170K - $178K
|
17.6K
$874K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.62KClosed |
$171K - $179K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.07K- 61.5% |
$381K - $398K
|
5.05K
$251K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-8.58K- 34.77% |
$404K - $423K
|
16.1K
$800K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.2K- 62.13% |
$482K - $503K
|
6.23K
$310K
|