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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.7KNew |
$1.76M - $1.8M
|
35.7K
$1.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
14.8KNew |
$730K - $745K
|
14.8K
$718K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.03KNew |
$199K - $203K
|
4.03K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.6K+ 184.16% |
$128K - $131K
|
4.02K
$195K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.47KNew |
$122K - $124K
|
2.47K
$120K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
900New |
$43.9K - $44.8K
|
900
$43.7K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
700New |
$34.2K - $34.9K
|
700
$34K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
302+ 7.25% |
$14.7K - $15K
|
4.47K
$217K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
132New |
$6.44K - $6.58K
|
132
$6.41K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
113KNew |
$5.58M - $5.66M
|
113K
$5.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
110+ 49.77% |
$5.43K - $5.51K
|
331
$16.1K
|
|
| Q4 2023 | |||||||
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.17KNew |
$286K - $308K
|
6.17K
$299K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.26KNew |
$198K - $213K
|
4.26K
$207K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.25KNew |
$197K - $213K
|
4.25K
$206K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.01KNew |
$186K - $201K
|
4.01K
$195K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
345+ 2.39% |
$16.3K - $17K
|
14.8K
$716K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.73KNew |
$469K - $485K
|
9.73K
$472K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.06% |
$434 - $448
|
15.1K
$733K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
2.33K+ 47.93% |
$109K - $116K
|
7.19K
$349K
|
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
72+ 0.58% |
$3.37K - $3.59K
|
12.6K
$610K
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
39.3KNew |
$1.88M - $2.01M
|
39.3K
$1.91M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.83KNew |
$375K - $400K
|
7.83K
$380K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
4.7KNew |
$225K - $240K
|
4.7K
$228K
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1K+ 21.67% |
$47.9K - $51.1K
|
5.62K
$273K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
838New |
$40.1K - $42.8K
|
838
$40.7K
|
|
| Q1 2022 | |||||||
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
1.79K+ 17.99% |
$90.9K - $97.8K
|
11.7K
$569K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
9.41KNew |
$510K - $517K
|
9.41K
$457K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1KNew |
$54.5K - $55.6K
|
1K
$48.5K
|
|