Latest Institutional Purchases of First Tr Iii Calif Mun High In (FCAL)
This list provides information on the latest institutional transactions involving First Tr Iii Calif Mun High In (FCAL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
345+ 2.39% |
$16.3K - $17K
|
14.8K
$728K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.73KNew |
$469K - $485K
|
9.73K
$480K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.06% |
$434 - $448
|
15.1K
$745K
|
|
| 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 | |||||||
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
39.3KNew |
$1.88M - $2.01M
|
39.3K
$1.94M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.83KNew |
$375K - $400K
|
7.83K
$386K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
4.7KNew |
$225K - $240K
|
4.7K
$232K
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1K+ 21.67% |
$47.9K - $51.1K
|
5.62K
$277K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
838New |
$40.1K - $42.8K
|
838
$41.3K
|
|
| Q1 2022 | |||||||
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
1.79K+ 17.99% |
$90.9K - $97.8K
|
11.7K
$578K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
9.41KNew |
$510K - $517K
|
9.41K
$464K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1KNew |
$54.5K - $55.6K
|
1K
$49.3K
|
|