Latest Institutional Transactions on First Tr Iii Calif Mun High In (FCAL)
This table provides information on the latest institutional transactions involving First Tr Iii Calif Mun High In (FCAL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.05K- 33.79% |
$192K - $198K
|
7.94K
$392K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 49.69% |
$528K - $546K
|
33.6K
$1.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.03K+ 49.69% |
$191K - $198K
|
12.2K
$600K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9K- 31.03% |
$427K - $441K
|
20K
$987K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.2K- 20.37% |
$576K - $595K
|
47.5K
$2.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.91KNew |
$233K - $241K
|
4.91K
$243K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.35K- 0.64% |
$63.9K - $66K
|
210K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.77K+ 13.3% |
$416K - $429K
|
74.7K
$3.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.88K- 30.53% |
$136K - $141K
|
6.55K
$323K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-753- 6.34% |
$35.7K - $36.9K
|
11.1K
$549K
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
48+ 0.68% |
$2.28K - $2.35K
|
7.13K
$352K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.61K- 26.77% |
$124K - $128K
|
7.13K
$352K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.56K- 10.24% |
$216K - $223K
|
39.9K
$1.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.92KNew |
$281K - $290K
|
5.92K
$292K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
984New |
$46.7K - $48.2K
|
984
$48.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.43K- 3.25% |
$163K - $168K
|
102K
$5.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$47.4 - $49
|
1
$49.4
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-72.5K- 81.53% |
$3.44M - $3.55M
|
16.4K
$811K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.44K- 16.17% |
$68.5K - $70.7K
|
7.48K
$369K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.54K+ 100.0% |
$73.2K - $75.6K
|
3.09K
$152K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.27% |
$190 - $196
|
1.48K
$72.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.07K- 5.42% |
$50.7K - $52.3K
|
18.6K
$920K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 1.06% |
$142 - $147
|
285
$14.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.7K+ 7.95% |
$2.97M - $3.07M
|
851K
$42M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.2KNew |
$530K - $547K
|
11.2K
$551K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
690+ 14.11% |
$32.7K - $33.8K
|
5.58K
$275K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.05K- 70.56% |
$97.4K - $101K
|
857
$42.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.59K- 7.37% |
$170K - $176K
|
45.1K
$2.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.2K- 0.95% |
$56.8K - $58.7K
|
125K
$6.15M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.78K+ 16.57% |
$179K - $185K
|
26.6K
$1.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
313+ 6.6% |
$14.8K - $15.3K
|
5.06K
$250K
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
218+ 1.06% |
$10.3K - $10.7K
|
20.7K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
2K+ 33.33% |
$94.9K - $98K
|
8K
$395K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
350+ 0.32% |
$16.6K - $17.1K
|
110K
$5.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
791+ 14.69% |
$37.5K - $38.8K
|
6.18K
$305K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10+ 0.05% |
$474 - $490
|
21.7K
$1.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.98K+ 138.84% |
$473K - $489K
|
17.2K
$847K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-3.43K- 23.22% |
$163K - $168K
|
11.3K
$560K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.75K+ 9.35% |
$82.8K - $85.5K
|
20.4K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.94K+ 78.83% |
$187K - $193K
|
8.93K
$441K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
279+ 5.19% |
$13.2K - $13.7K
|
5.66K
$279K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-2.09K- 13.78% |
$99.1K - $102K
|
13.1K
$645K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.17K- 5.63% |
$103K - $106K
|
36.3K
$1.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.3K+ 5.64% |
$109K - $113K
|
43K
$2.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.63K- 13.21% |
$125K - $129K
|
17.3K
$854K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5K- 14.34% |
$237K - $245K
|
29.9K
$1.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.03K- 28.15% |
$96.4K - $99.6K
|
5.19K
$256K
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-886- 13.38% |
$42K - $43.4K
|
5.74K
$283K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
415+ 2.24% |
$19.7K - $20.3K
|
18.9K
$934K
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
15.3KNew |
$725K - $749K
|
15.3K
$755K
|
|