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 70 institutions that hold shares in the stock, with a total of 4.34 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,909,177
shares
|
$94.1 Million
2.0% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
760,481
shares
|
$37.5 Million
0.02% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
270,225
shares
|
$13.3 Million
0.0% of portfolio
|
Q4 2024
Added 19.36%
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
128,886
shares
|
$6.36 Million
1.22% of portfolio
|
Q4 2024
Added 35.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
127,179
shares
|
$6.27 Million
0.0% of portfolio
|
Q4 2024
Added 12.21%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
100,930
shares
|
$4.98 Million
1.05% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
57,315
shares
|
$2.83 Million
0.02% of portfolio
|
Q4 2024
Added 248.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
52,388
shares
|
$2.58 Million
0.01% of portfolio
|
Q4 2024
Added 12.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
47,146
shares
|
$2.32 Million
0.0% of portfolio
|
Q4 2024
Added 11.67%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
46,136
shares
|
$2.27 Million
0.53% of portfolio
|
Q4 2024
Added 47.39%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
43,345
shares
|
$2.14 Million
0.5% of portfolio
|
Q4 2024
Reduced 39.5%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
41,897
shares
|
$2.07 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
41,685
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Added 48.48%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
39,367
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
38,989
shares
|
$1.92 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
38,320
shares
|
$1.89 Million
0.62% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
36,608
shares
|
$1.81 Million
0.62% of portfolio
|
Q4 2024
Added 16.78%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
35,264
shares
|
$1.74 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
31,286
shares
|
$1.54 Million
0.15% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
28,000
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
27,102
shares
|
$1.34 Million
0.67% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
25,547
shares
|
$1.26 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
24,105
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
23,530
shares
|
$1.16 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
21,613
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
Added 4.7%
|