First Tr Iii Calif Mun High In FCAL

FCAL Quotes by TradingView
Institutional shares held 4.43 Million
0 calls
0 puts
Total value of holdings $215M
$0 calls
$0 puts
# of Institutions 72

Quarterly Institutional Activity in FCAL

Shares Bought
Shares Sold
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Top Institutions Holding FCAL

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Latest Institutional Activity in FCAL

Top Purchases

Q1 2025
Miracle Mile Advisors, LLC Shares Held: 2M ($97M)
89.9K Shares purchased
4.71% Added
Q1 2025
Sea Crest Wealth Management, LLC Shares Held: 4.55K ($221K)
4.55K Shares purchased
New Holding
Q1 2025
Magnus Financial Group LLC Shares Held: 31.9K ($1.55M)
606 Shares purchased
1.94% Added
Q1 2025
Signature Securities Group Corporation Shares Held: 4.85K ($235K)
35 Shares purchased
0.73% Added
Q1 2025
Cypress Wealth Services, LLC Shares Held: 4.28K ($208K)
33 Shares purchased
0.78% Added
View All Buyers

Top Sells

Q1 2025
Channel Wealth LLC Shares Held: 29.7K ($1.44M)
8.62K Shares sold
22.5% Reduced
Q1 2025
Twin Peaks Wealth Advisors, LLC Shares Held: 15K ($728K)
5.04K Shares sold
25.14% Reduced
Q1 2025
Southland Equity Partners LLC Shares Held: 40.6K ($1.97M)
2.77K Shares sold
6.38% Reduced
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 6.66K ($323K)
216 Shares sold
3.14% Reduced
Q1 2025
Integral Investment Advisors, Inc. Shares Held: 25.4K ($1.23M)
100 Shares sold
0.39% Reduced
View All Sellers

About FCAL

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FCAL Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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