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 71 institutions that hold shares in the stock, with a total of 4.36 Million shares, which have been reported (via 13F filing form) to have a value of $213 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
21,587
shares
|
$1.05 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
21,314
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
21,120
shares
|
$1.02 Million
0.24% of portfolio
|
Q3 2022
Reduced 5.84%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
20,773
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 32.41%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
20,040
shares
|
$972,541
0.42% of portfolio
|
Q4 2024
Added 46.93%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
19,584
shares
|
$950,411
0.0% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
15,823
shares
|
$767,890
0.31% of portfolio
|
Q4 2024
Reduced 24.76%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
14,787
shares
|
$717,613
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
14,306
shares
|
$694,270
0.03% of portfolio
|
Q4 2024
Added 232.85%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
13,600
shares
|
$660,008
0.03% of portfolio
|
Q4 2024
Added 67.9%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
12,665
shares
|
$614,632
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
11,722
shares
|
$568,868
0.5% of portfolio
|
Q1 2022
Added 17.99%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
10,927
shares
|
$530,287
0.19% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
9,303
shares
|
$451,474
0.19% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
9,067
shares
|
$440,021
0.01% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
8,216
shares
|
$398,722
0.2% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
7,621
shares
|
$369,847
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
7,222
shares
|
$350,483
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
7,031
shares
|
$341,214
0.0% of portfolio
|
Q4 2024
Added 72.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
6,877
shares
|
$333,740
0.0% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
6,787
shares
|
$329,373
0.04% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
6,477
shares
|
$314,328
0.0% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
6,165
shares
|
$299,187
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Guild Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
6,000
shares
|
$291,180
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
6,000
shares
|
$291,180
0.01% of portfolio
|
Q4 2024
New holding
|