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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
5,914
shares
|
$287,006
0.0% of portfolio
|
Q4 2024
Reduced 67.78%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,686
shares
|
$275,941
0.01% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,368
shares
|
$260,509
0.0% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
5,106
shares
|
$247,794
0.0% of portfolio
|
Q4 2024
Added 22.24%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
4,814
shares
|
$233,623
0.06% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,695
shares
|
$227,848
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
4,308
shares
|
$209,067
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
4,250
shares
|
$206,252
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
4,018
shares
|
$194,993
0.01% of portfolio
|
Q3 2024
Added 184.16%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
2,711
shares
|
$131,564
0.0% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
1,543
shares
|
$74,881
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,465
shares
|
$71,096
0.0% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,380
shares
|
$66,971
0.0% of portfolio
|
Q4 2024
Reduced 47.37%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
900
shares
|
$43,677
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
883
shares
|
$42,851
0.0% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
593
shares
|
$28,778
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
331
shares
|
$16,063
0.0% of portfolio
|
Q1 2024
Added 49.77%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
278
shares
|
$13,491
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
177
shares
|
$8,589
0.0% of portfolio
|
Q4 2024
Added 17600.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
57
shares
|
$2,766
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|