Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
First Trust California Municipal High Income (FCAL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    4
Total shares held : 
 2,617,423  
% of shares held : 
 29.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 446,225  
% of shares held change : 
   4.96%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 36,404
 1.39%
 
Increased Positions :
21
 610,147
 23.31%
 
Unchanged Positions :
8
 92,434
 3.53%
 
Decreased Positions :
11
-56,534
-2.16%
 
Closed Positions :
5
-143,792
-5.49%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Miracle Mile Advisors LLC 15 - 2024-03-31 1,330,261 $66,047,000 312,542
   LPL FINANCIAL CORP 772 - 2024-03-31 581,610 $28,877,000 129,332
   MORGAN STANLEY 3339 - 2024-03-31 192,155 $9,541,000 14,417
   GOLDMAN SACHS GROUP INC/ 2471 *New 2024-03-31 113,143 $5,618,000 113,143
   Citizens Business Bank 31 - 2024-03-31 89,884 $4,463,000 -24,365
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1081 *New 2024-03-31 87,208 $4,330,000 87,208
   Westside Investment Management Inc. 23 - 2024-03-31 85,850 $4,261,000 -1,050
   ROYAL BANK OF CANADA 2059 - 2024-03-31 80,226 $3,983,000 19,031
   Southland Equity Partners LLC 29 - 2024-03-31 56,171 $2,789,000 11,079
   JANE STREET GROUP LLC 1865 - 2024-03-31 55,464 $2,754,000 55,464
   MARINER WEALTH ADVISORS, LLC 1135 - 2024-03-31 38,234 $1,898,000 4,684
   Cetera Investment Advisers 702 - 2024-03-31 33,339 $1,655,000 6,177
   Catalina Capital Group LLC 28 - 2024-03-31 31,914 $1,585,000 -1,783
   UBS Group AG 3159 - 2024-03-31 31,879 $1,583,000 529
   Running Point Capital Advisors LLC 38 - 2024-03-31 30,951 $1,537,000 0
   Advisor Group Holdings Inc. 1910 - 2024-03-31 30,512 $1,515,000 -2,622
   Mutual Advisors LLC 345 - 2024-03-31 29,550 $1,467,000 620
   Magnus Financial Group LLC 103 - 2024-03-31 28,933 $1,437,000 805
   Tidemark LLC 29 - 2024-03-31 26,602 $1,321,000 1,553
   INTEGRAL INVESTMENT ADVISORS INC. 39 - 2024-03-31 21,750 $1,079,000 6,800
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1679 - 2024-03-31 21,406 $1,063,000 551
   MANCHESTER FINANCIAL INC 37 - 2024-03-31 21,120 $1,049,000 0
   ENVESTNET ASSET MANAGEMENT INC 3016 - 2024-03-31 20,115 $999,000 169
   New Insight Wealth Advisors 33 - 2024-03-31 19,623 $974,000 7,528
   SIGNATURE SECURITIES GROUP CORPORATION 82 - 2024-03-31 19,444 $965,000 140
   COMMONWEALTH EQUITY SERVICES LLC. 2332 - 2024-03-31 17,426 $865,000 7,713
   HIGHTOWER ADVISORS, LLC 1993 - 2024-03-31 14,270 $709,000 -5,335
   GTS SECURITIES LLC 705 - 2024-03-31 12,418 $617,000 5,190
   TriaGen Wealth Management LLC 85 - 2024-03-31 12,292 $610,000 -78
   Warren Street Wealth Advisors LLC 55 - 2024-03-31 9,418 $468,000 0
   CHANNEL WEALTH LLC 91 *New 2024-03-31 9,246 $459,000 9,246
   Towerpoint Wealth LLC 54 - 2024-03-31 8,661 $430,000 2,353
   Twin Peaks Wealth Advisors LLC 79 - 2024-03-31 8,071 $401,000 -5,364
   We Are One Seven LLC 615 - 2024-03-31 8,000 $397,000 0
   Perennial Investment Advisors LLC 250 - 2024-03-31 6,276 $312,000 -646
   EP WEALTH ADVISORS, INC. 618 - 2024-03-31 6,165 $306,000 0
   Atria Wealth Solutions Inc. 1597 *New 2024-03-31 5,560 $276,000 5,560
   H D Vest Advisory Services 1408 - 2024-03-31 4,930 $245,000 4,930
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2055 - 2024-03-31 4,786 $238,000 588
   HANSON MCCLAIN, INC. 729 - 2024-03-31 4,694 $233,000 -9,870
   Cypress Wealth Services LLC 242 - 2024-03-31 4,250 $211,000 0
   Kestra Advisory Services LLC 2230 - 2024-03-31 4,166 $207,000 4,166
   HARBOUR INVESTMENTS INC. 842 - 2023-12-31 4,121 $206,000 600
   Private Advisor Group LLC 2090 - 2024-03-31 4,130 $205,000 30
   Johnson Bixby & Associates LLC 110 *New 2024-03-31 4,033 $200,000 4,033
   SUMMIT INVESTMENT ADVISORS INC 1480 - 2024-03-31 3,046 $151,000 -21
   CHILTON CAPITAL MANAGEMENT LLC 318 - 2024-03-31 1,414 $70,000 0
   Global Retirement Partners LLC 1451 - 2024-03-31 864 $43,000 -32
   PRIVATE TRUST CO NA 1497 - 2024-03-31 331 $16,000 110
   Dunhill Financial LLC 197 - 2024-03-31 272 $14,000 2
   Rockefeller Capital Management L.P. 1684 *Closed 2024-03-31 0 $0 -158,470
   PROEQUITIES INC. 3071 - 2024-03-31 0 $0 0
   FLOW TRADERS U.S. LLC 758 *Closed 2024-03-31 0 $0 -21,552
   TOWER RESEARCH CAPITAL LLC 5632 *Closed 2024-03-31 0 $0 -86
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 204 *Closed 2024-03-31 0 $0 -4,011
   Team Financial Group LLC 101 *Closed 2024-03-31 0 $0 -35
   Stratos Wealth Advisors LLC 727 *Closed 2024-03-31 0 $0 -6,357
   MML INVESTORS SERVICES LLC 2510 *Closed 2024-03-31 0 $0 -5,832
   Advisor Resource Council 383 *Closed 2024-03-31 0 $0 -4,261
   WELLS FARGO & CO/MN 6815 - 2024-03-31 1 $0 -2,060
   Integrated Wealth Concepts LLC 1666 *Closed 2024-03-31 0 $0 -4,476
  61 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us