Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10.9K+ 150.91% |
$532K - $539K
|
18.1K
$895K
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
7.41KNew |
$361K - $367K
|
7.41K
$366K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
3.34K+ 8.38% |
$163K - $165K
|
43.3K
$2.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
3.17K+ 20.76% |
$155K - $157K
|
18.5K
$911K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3K+ 37.5% |
$146K - $148K
|
11K
$543K
|
|
|
Jan 20, 2026
Q4 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
3K+ 37.5% |
$146K - $148K
|
11K
$543K
|
|
|
Jan 29, 2026
Q4 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.54K+ 27.98% |
$124K - $126K
|
11.6K
$573K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.83K+ 30.91% |
$89.2K - $90.5K
|
7.75K
$382K
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1.78K+ 24.97% |
$86.8K - $88.1K
|
8.91K
$440K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.05K+ 2.43% |
$51K - $51.7K
|
44.1K
$2.18M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
401New |
$19.6K - $19.8K
|
401
$19.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
389+ 6.88% |
$19K - $19.2K
|
6.04K
$298K
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
350+ 6.75% |
$17.1K - $17.3K
|
5.54K
$273K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
36+ 0.83% |
$1.76K - $1.78K
|
4.39K
$217K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
8+ 0.81% |
$390 - $396
|
992
$49K
|
|
|
Jan 29, 2026
Q4 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 1.05% |
$146 - $148
|
288
$14.2K
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-100- 1.27% |
$4.88K - $4.95K
|
7.79K
$384K
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-102- 1.42% |
$4.97K - $5.05K
|
7.08K
$349K
|
|
|
Jan 27, 2026
Q4 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-213- 3.71% |
$10.4K - $10.5K
|
5.52K
$273K
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-893- 5.16% |
$43.5K - $44.2K
|
16.4K
$810K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.03K- 88.73% |
$50.3K - $51K
|
131
$6.47K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.13K- 20.16% |
$54.9K - $55.7K
|
4.45K
$220K
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-3K- 21.43% |
$146K - $148K
|
11K
$543K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.83K- 3.47% |
$187K - $190K
|
107K
$5.26M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-10.6K- 19.61% |
$517K - $524K
|
43.4K
$2.14M
|
|