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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
7,131
shares
|
$351,986
0.0% of portfolio
|
Q3 2025
Reduced 26.77%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
7,128
shares
|
$351,838
0.09% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,548
shares
|
$323,209
0.0% of portfolio
|
Q3 2025
Reduced 30.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
6,222
shares
|
$307,117
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
6,177
shares
|
$304,896
0.0% of portfolio
|
Q3 2025
Added 14.69%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,165
shares
|
$304,304
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
5,950
shares
|
$293,692
0.0% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
5,917
shares
|
$292,063
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
5,736
shares
|
$283,128
0.08% of portfolio
|
Q3 2025
Reduced 13.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
5,655
shares
|
$279,130
0.0% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
5,579
shares
|
$275,379
0.08% of portfolio
|
Q3 2025
Added 14.11%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
5,189
shares
|
$256,129
0.02% of portfolio
|
Q3 2025
Reduced 28.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,100
shares
|
$251,736
0.0% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
5,055
shares
|
$249,514
0.13% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
5,051
shares
|
$249,317
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,914
shares
|
$242,555
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
4,797
shares
|
$236,779
0.08% of portfolio
|
Q2 2025
Reduced 68.02%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,695
shares
|
$231,745
0.11% of portfolio
|
Q2 2022
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
4,355
shares
|
$214,962
0.04% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
3,086
shares
|
$152,324
0.06% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,476
shares
|
$72,855
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,380
shares
|
$68,116
0.0% of portfolio
|
Q4 2024
Reduced 47.37%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,162
shares
|
$57,356
0.01% of portfolio
|
Q3 2025
Reduced 16.34%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
984
shares
|
$48,570
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
905
shares
|
$44,670
0.0% of portfolio
|
Q3 2025
Added 0.78%
|
|