Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
217KNew |
$11.8M - $11.9M
|
217K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.8K+ 87.36% |
$803K - $814K
|
31.8K
$1.57M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
12.8K+ 17.44% |
$694K - $704K
|
86.3K
$4.27M
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
12.3KNew |
$668K - $677K
|
12.3K
$610K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$618K - $626K
|
11.4K
$565K
|
|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
9.94KNew |
$538K - $546K
|
9.94K
$492K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
9.41KNew |
$510K - $517K
|
9.41K
$466K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9KNew |
$488K - $494K
|
9K
$446K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.01K+ 12.95% |
$380K - $385K
|
61.1K
$3.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.29K+ 50.66% |
$341K - $346K
|
18.7K
$927K
|
|
|
Jan 20, 2022
Q4 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
5.59K+ 125.66% |
$303K - $307K
|
10K
$497K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.78K+ 41.84% |
$259K - $262K
|
16.2K
$802K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.07K+ 28.97% |
$220K - $223K
|
18.1K
$897K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.01K+ 17.93% |
$217K - $220K
|
26.4K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.83KNew |
$207K - $210K
|
3.83K
$189K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.23K+ 7.97% |
$121K - $122K
|
30.2K
$1.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
2.15K+ 29.9% |
$116K - $118K
|
9.33K
$462K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.71K+ 0.63% |
$92.5K - $93.8K
|
272K
$13.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.04K+ 3.47% |
$56.2K - $56.9K
|
30.9K
$1.53M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
793+ 7.32% |
$43K - $43.5K
|
11.6K
$575K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
750+ 11.54% |
$40.6K - $41.2K
|
7.25K
$359K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
511+ 234.4% |
$27.7K - $28.1K
|
729
$36.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
404+ 0.37% |
$21.9K - $22.2K
|
110K
$5.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
300New |
$16.3K - $16.5K
|
300
$14.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
194+ 1.52% |
$10.5K - $10.7K
|
13K
$644K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41+ 0.46% |
$2.22K - $2.25K
|
8.87K
$439K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$54.2 - $54.9
|
2
$99
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-700Closed |
$37.9K - $38.4K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-872- 3.8% |
$47.2K - $47.9K
|
22.1K
$1.09M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.57K- 10.66% |
$85K - $86.2K
|
13.2K
$651K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.85K- 4.79% |
$100K - $102K
|
36.8K
$1.82M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.26KClosed |
$123K - $124K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-51K- 69.56% |
$2.76M - $2.8M
|
22.3K
$1.11M
|