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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
113KNew |
$5.58M - $5.66M
|
113K
$5.58M
|
|
| Q4 2023 | |||||||
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.17KNew |
$286K - $308K
|
6.17K
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-394- 6.33% |
$18.3K - $19.7K
|
5.83K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20.9K- 82.35% |
$971K - $1.04M
|
4.48K
$221K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.01KNew |
$186K - $201K
|
4.01K
$198K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.99K- 31.99% |
$139K - $150K
|
6.36K
$314K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.07K- 61.5% |
$381K - $398K
|
5.05K
$249K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
345+ 2.39% |
$16.3K - $17K
|
14.8K
$728K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.06% |
$434 - $448
|
15.1K
$745K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.73KNew |
$469K - $485K
|
9.73K
$480K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
2.33K+ 47.93% |
$109K - $116K
|
7.19K
$355K
|
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
72+ 0.58% |
$3.37K - $3.59K
|
12.6K
$620K
|
|
| Q2 2022 | |||||||
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
4.7KNew |
$225K - $240K
|
4.7K
$232K
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.22K- 39.82% |
$202K - $216K
|
6.38K
$315K
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.5K- 48.25% |
$263K - $281K
|
5.9K
$291K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-16.6KClosed |
$796K - $849K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1K+ 21.67% |
$47.9K - $51.1K
|
5.62K
$277K
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.2K- 30.34% |
$105K - $112K
|
5.05K
$249K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
39.3KNew |
$1.88M - $2.01M
|
39.3K
$1.94M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-67.1KClosed |
$3.21M - $3.43M
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.83KNew |
$375K - $400K
|
7.83K
$386K
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-5.52KClosed |
$264K - $282K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.1KClosed |
$196K - $209K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
1.79K+ 17.99% |
$90.9K - $97.8K
|
11.7K
$579K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-300Closed |
$15.3K - $16.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9KClosed |
$458K - $492K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1KClosed |
$50.9K - $54.7K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.83KClosed |
$195K - $209K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-700Closed |
$37.9K - $38.4K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
9.41KNew |
$510K - $517K
|
9.41K
$465K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-400Closed |
$21.8K - $22.3K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-51.4KClosed |
$2.8M - $2.86M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1KNew |
$54.5K - $55.6K
|
1K
$49.4K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-4.04KClosed |
$217K - $222K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-19.1KClosed |
$1.02M - $1.05M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-4.94KClosed |
$264K - $271K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-1KClosed |
$53.6K - $54.9K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-141Closed |
$7.42K - $7.65K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-8.21KClosed |
$432K - $445K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.9KClosed |
$99K - $102K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-11KClosed |
$583K - $588K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|