Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
91.7K+ 712.68% |
$4.24M - $4.49M
|
105K
$5.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
60.4K+ 347.13% |
$2.79M - $2.96M
|
77.8K
$3.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.2K+ 14.72% |
$1.35M - $1.43M
|
227K
$11.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
28.1KNew |
$1.3M - $1.38M
|
28.1K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.7KNew |
$773K - $819K
|
16.7K
$828K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.6KNew |
$538K - $570K
|
11.6K
$576K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.1KNew |
$190K - $201K
|
4.1K
$203K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.99K+ 404.56% |
$184K - $195K
|
4.98K
$246K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.8K+ 47.06% |
$130K - $137K
|
8.75K
$433K
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.11K+ 2.58% |
$97.7K - $104K
|
84.1K
$4.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.1K+ 21.69% |
$96.9K - $103K
|
11.8K
$582K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.93KNew |
$89.3K - $94.6K
|
1.93K
$95.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.5KNew |
$69.4K - $73.5K
|
1.5K
$74.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.43K+ 10.82% |
$66.1K - $70.1K
|
14.6K
$725K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
834+ 2138.46% |
$38.6K - $40.9K
|
873
$43.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
805+ 7.02% |
$37.2K - $39.4K
|
12.3K
$608K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
510+ 1.81% |
$23.6K - $25K
|
28.6K
$1.42M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
404+ 1.43% |
$18.7K - $19.8K
|
28.7K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
187+ 1.22% |
$8.65K - $9.16K
|
15.5K
$766K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
92New |
$4.26K - $4.51K
|
92
$4.56K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14+ 0.09% |
$648 - $686
|
15.1K
$747K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-157- 0.66% |
$7.26K - $7.69K
|
23.7K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-223- 0.7% |
$10.3K - $10.9K
|
31.5K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-319- 1.4% |
$14.8K - $15.6K
|
22.5K
$1.11M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-686- 3.23% |
$31.7K - $33.6K
|
20.5K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.34K- 2.22% |
$108K - $115K
|
103K
$5.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.86K- 12.13% |
$132K - $140K
|
20.7K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.55K- 7.59% |
$164K - $174K
|
43.2K
$2.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-4.97K- 52.13% |
$230K - $243K
|
4.56K
$226K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-5.89K- 20.31% |
$272K - $288K
|
23.1K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.8K- 60.48% |
$775K - $821K
|
10.9K
$542K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-46.1K- 41.41% |
$2.13M - $2.26M
|
65.3K
$3.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-433K- 86.77% |
$20M - $21.2M
|
66K
$3.27M
|