Purchases and Sales Made in Q3 2025 in 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) during Q3 2025. The information is specifically focused on institutions that hold shares of FIRST TR III CALIF MUN HIGH IN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.7K+ 7.95% |
$2.97M - $3.07M
|
851K
$42M
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
15.3KNew |
$725K - $749K
|
15.3K
$755K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.2KNew |
$530K - $547K
|
11.2K
$551K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 49.69% |
$528K - $546K
|
33.6K
$1.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.98K+ 138.84% |
$473K - $489K
|
17.2K
$847K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.77K+ 13.3% |
$416K - $429K
|
74.7K
$3.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.23KNew |
$343K - $354K
|
7.23K
$357K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
6.79K+ 14.71% |
$322K - $332K
|
52.9K
$2.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.92KNew |
$281K - $290K
|
5.92K
$292K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.91KNew |
$233K - $241K
|
4.91K
$243K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.03K+ 49.69% |
$191K - $198K
|
12.2K
$600K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.94K+ 78.83% |
$187K - $193K
|
8.93K
$441K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.78K+ 16.57% |
$179K - $185K
|
26.6K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.62K+ 84.77% |
$172K - $177K
|
7.89K
$389K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.51K+ 12.92% |
$166K - $172K
|
30.7K
$1.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.3K+ 5.64% |
$109K - $113K
|
43K
$2.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
2K+ 33.33% |
$94.9K - $98K
|
8K
$395K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2K+ 33.33% |
$94.9K - $98K
|
8K
$395K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.75K+ 9.35% |
$82.8K - $85.5K
|
20.4K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.54K+ 100.0% |
$73.2K - $75.6K
|
3.09K
$152K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
984New |
$46.7K - $48.2K
|
984
$48.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
791+ 14.69% |
$37.5K - $38.8K
|
6.18K
$305K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
690+ 14.11% |
$32.7K - $33.8K
|
5.58K
$275K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
415+ 2.24% |
$19.7K - $20.3K
|
18.9K
$934K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
350+ 0.32% |
$16.6K - $17.1K
|
110K
$5.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
313+ 6.6% |
$14.8K - $15.3K
|
5.06K
$250K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
279+ 5.19% |
$13.2K - $13.7K
|
5.66K
$279K
|
|
|
Nov 06, 2025
Q3 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
218+ 1.06% |
$10.3K - $10.7K
|
20.7K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
48+ 0.68% |
$2.28K - $2.35K
|
7.13K
$352K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
36+ 0.83% |
$1.71K - $1.76K
|
4.36K
$215K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10+ 0.05% |
$474 - $490
|
21.7K
$1.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.78% |
$332 - $343
|
905
$44.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.27% |
$190 - $196
|
1.48K
$72.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 1.06% |
$142 - $147
|
285
$14.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$47.4 - $49
|
1
$49.4
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$94.9 - $98
|
9.07K
$448K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-194- 0.36% |
$9.2K - $9.5K
|
54K
$2.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-227- 16.34% |
$10.8K - $11.1K
|
1.16K
$57.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-367- 4.86% |
$17.4K - $18K
|
7.18K
$354K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-676- 3.92% |
$32.1K - $33.1K
|
16.6K
$819K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-753- 6.34% |
$35.7K - $36.9K
|
11.1K
$549K
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-886- 13.38% |
$42K - $43.4K
|
5.74K
$283K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.07K- 5.42% |
$50.7K - $52.3K
|
18.6K
$920K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.19K- 1.55% |
$56.2K - $58.1K
|
75.1K
$3.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.2K- 0.95% |
$56.8K - $58.7K
|
125K
$6.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.35K- 0.64% |
$63.9K - $66K
|
210K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.44K- 16.17% |
$68.5K - $70.7K
|
7.48K
$369K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.03K- 28.15% |
$96.4K - $99.6K
|
5.19K
$256K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.05K- 70.56% |
$97.4K - $101K
|
857
$42.3K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-2.09K- 13.78% |
$99.1K - $102K
|
13.1K
$645K
|
|