Institutional Ownership 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). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 2.68 Million shares, which have been reported (via 13F filing form) to have a value of $132 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
850,533
shares
|
$42 Million
0.01% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
209,544
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
153,234
shares
|
$7.56 Million
0.12% of portfolio
|
Q3 2025
Reduced 92.23%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
124,520
shares
|
$6.15 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
110,445
shares
|
$5.45 Million
0.86% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
102,046
shares
|
$5.04 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
75,124
shares
|
$3.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 41.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
74,670
shares
|
$3.69 Million
0.0% of portfolio
|
Q3 2025
Added 13.3%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
54,037
shares
|
$2.67 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
52,921
shares
|
$2.61 Million
0.46% of portfolio
|
Q3 2025
Added 14.71%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
47,503
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.37%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
45,065
shares
|
$2.22 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
43,049
shares
|
$2.12 Million
0.18% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
39,908
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.24%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
36,287
shares
|
$1.79 Million
0.49% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
33,558
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Added 49.69%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
30,655
shares
|
$1.51 Million
0.42% of portfolio
|
Q3 2025
Added 12.92%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
29,875
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
26,567
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Added 16.57%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
22,116
shares
|
$1.09 Million
0.29% of portfolio
|
Q3 2025
Reduced 30.47%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
21,666
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Nov 06, 2025 Q3 2025 |
20,735
shares
|
$1.02 Million
0.78% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
20,407
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Added 9.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
20,000
shares
|
$987,200
0.0% of portfolio
|
Q3 2025
Reduced 31.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
18,921
shares
|
$933,940
0.0% of portfolio
|
Q3 2025
Added 2.24%
|
|