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 81 institutions that hold shares in the stock, with a total of 2.68 Million shares, which have been reported (via 13F filing form) to have a value of $132 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
18,644
shares
|
$920,267
0.0% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
17,310
shares
|
$854,421
0.52% of portfolio
|
Q3 2025
Reduced 13.21%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
17,168
shares
|
$847,412
0.09% of portfolio
|
Q3 2025
Added 138.84%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
16,589
shares
|
$818,833
0.35% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
16,433
shares
|
$811,132
0.0% of portfolio
|
Q3 2025
Reduced 81.53%
|
|
|
Wespac Advisors So Cal, LLC
|
Oct 22, 2025 Q3 2025 |
15,287
shares
|
$754,566
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
14,635
shares
|
$722,383
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
14,000
shares
|
$691,040
0.15% of portfolio
|
Q3 2025
Reduced 41.14%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
13,072
shares
|
$645,233
0.24% of portfolio
|
Q3 2025
Reduced 13.78%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,152
shares
|
$599,822
0.02% of portfolio
|
Q3 2025
Added 49.69%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
11,985
shares
|
$591,579
0.03% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
11,722
shares
|
$578,597
0.5% of portfolio
|
Q1 2022
Added 17.99%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
11,348
shares
|
$560,137
0.19% of portfolio
|
Q3 2025
Reduced 23.22%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
11,345
shares
|
$559,989
0.02% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
11,165
shares
|
$551,104
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
11,122
shares
|
$548,981
0.0% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
9,067
shares
|
$447,547
0.14% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
8,927
shares
|
$440,636
0.05% of portfolio
|
Q3 2025
Added 78.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,000
shares
|
$394,880
0.01% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Guild Investment Management, Inc.
|
Nov 05, 2025 Q3 2025 |
8,000
shares
|
$394,880
0.39% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
7,935
shares
|
$391,671
0.0% of portfolio
|
Q3 2025
Reduced 33.79%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
7,888
shares
|
$389,351
0.0% of portfolio
|
Q3 2025
Added 84.77%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
7,484
shares
|
$369,410
0.03% of portfolio
|
Q3 2025
Reduced 16.17%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
7,225
shares
|
$356,626
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
7,179
shares
|
$354,355
0.15% of portfolio
|
Q3 2025
Reduced 4.86%
|
|