Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.4K+ 13.16% |
$4.31M - $4.41M
|
752K
$37.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
77.9K+ 4.54% |
$3.84M - $3.93M
|
1.8M
$89.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.7KNew |
$1.76M - $1.8M
|
35.7K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
21.4K+ 135.18% |
$1.05M - $1.08M
|
37.2K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20KNew |
$987K - $1.01M
|
20K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.4K+ 8.85% |
$908K - $927K
|
226K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
16.4KNew |
$811K - $828K
|
16.4K
$823K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
14.8KNew |
$730K - $745K
|
14.8K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.66K+ 9.32% |
$477K - $487K
|
113K
$5.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.09KNew |
$399K - $408K
|
8.09K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.54KNew |
$273K - $279K
|
5.54K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.45K+ 24.07% |
$269K - $275K
|
28.1K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.1KNew |
$252K - $257K
|
5.1K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.08KNew |
$201K - $205K
|
4.08K
$204K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.03KNew |
$199K - $203K
|
4.03K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.54K+ 8.27% |
$175K - $179K
|
46.4K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.1K+ 13.31% |
$153K - $156K
|
26.4K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.74K+ 8.15% |
$135K - $138K
|
36.3K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.6K+ 184.16% |
$128K - $131K
|
4.02K
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.47KNew |
$122K - $124K
|
2.47K
$124K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.14K+ 9.22% |
$106K - $108K
|
25.4K
$1.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.78K+ 36.97% |
$88K - $89.9K
|
6.61K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 9.02% |
$64K - $65.4K
|
15.7K
$786K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.21K+ 4.15% |
$59.5K - $60.8K
|
30.3K
$1.52M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
900+ 1.0% |
$44.4K - $45.4K
|
90.8K
$4.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
680+ 5.25% |
$33.6K - $34.3K
|
13.6K
$683K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
332+ 1.07% |
$16.4K - $16.7K
|
31.3K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
305+ 4.67% |
$15K - $15.4K
|
6.83K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
299+ 0.42% |
$14.8K - $15.1K
|
71.6K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
255+ 0.82% |
$12.6K - $12.9K
|
31.3K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
116+ 2.77% |
$5.72K - $5.85K
|
4.3K
$215K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
23+ 0.55% |
$1.13K - $1.16K
|
4.18K
$209K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.69% |
$296 - $302
|
876
$43.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.73% |
$98.7 - $101
|
276
$13.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$49.3 - $50.4
|
1
$50.1
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-20- 0.23% |
$987 - $1.01K
|
8.64K
$433K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-140- 1.15% |
$6.91K - $7.06K
|
12K
$600K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-144- 1.53% |
$7.1K - $7.26K
|
9.27K
$465K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-267- 1.24% |
$13.2K - $13.5K
|
21.2K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-419- 2.28% |
$20.7K - $21.1K
|
18K
$901K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-431- 2.01% |
$21.3K - $21.7K
|
21K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-500- 15.4% |
$24.7K - $25.2K
|
2.75K
$138K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-635- 11.37% |
$31.3K - $32K
|
4.95K
$248K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.14K- 30.23% |
$56.1K - $57.3K
|
2.62K
$131K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.62K- 12.49% |
$129K - $132K
|
18.4K
$920K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.68K- 10.12% |
$132K - $135K
|
23.8K
$1.19M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-2.92K- 2.98% |
$144K - $147K
|
94.9K
$4.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.56K- 36.27% |
$175K - $179K
|
6.25K
$313K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.16K- 76.97% |
$255K - $260K
|
1.55K
$77.4K
|