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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

79 hedge funds and large institutions have $218M invested in First Trust California Municipal High income ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
31
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$37.8M
2
Jane Street
2
Jane Street
New York
$4.27M
3
OMC
3
Old Mission Capital
Illinois
$1.6M
4
EC
4
Elequin Capital
New York
$1.58M
5
GC
5
Guggenheim Capital
Illinois
$5.06M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.66M
2
GS
2
GTS Securities
New York
$0
3
MMA
3
Miracle Mile Advisors
California
$94.6M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$758K
5
NIWA
5
New Insight Wealth Advisors
California
$727K
Name Market Value Shares Shares
Change 		Shares
Change %
MMA
1
Miracle Mile Advisors
California
$94.6M 1,971,695 -27,430 -1%
LPL Financial
2
LPL Financial
California
$37.8M 787,882 +70,421 +10%
Morgan Stanley
3
Morgan Stanley
New York
$10.1M 210,892 +12,721 +6%
CBB
4
Citizens Business Bank
California
$6.03M 125,718 +2,643 +2%
WIM
5
Westside Investment Management
California
$5.28M 110,095 +7,060 +7%
GC
6
Guggenheim Capital
Illinois
$5.06M 105,477 +20,964 +25%
Jane Street
7
Jane Street
New York
$4.27M 88,954 +56,132 +171%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.66M 76,309 -53,909 -41%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$3.16M 65,904 +9,904 +18%
Mariner
10
Mariner
Kansas
$2.86M 59,653 +17,309 +41%
SEP
11
Southland Equity Partners
Missouri
$2.6M 54,231 +13,651 +34%
AFG
12
Atomi Financial Group
New York
$2.33M 48,652 +7,006 +17%
IP
13
Ignite Planners
California
$2.19M 46,136 – –
UBS Group
14
UBS Group
Switzerland
$2.13M 44,463 +2,731 +7%
MFG
15
Magnus Financial Group
New York
$1.95M 40,752 +8,860 +28%
RPCA
16
Running Point Capital Advisors
California
$1.7M 35,415 -3,037 -8%
MOS
17
MGO One Seven
Ohio
$1.67M 34,875 +20,595 +144%
OMC
18
Old Mission Capital
Illinois
$1.6M 33,265 +33,265 New
EC
19
Elequin Capital
New York
$1.58M 32,962 +32,962 New
CW
20
Channel Wealth
California
$1.53M 31,808 +2,111 +7%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.39M 29,000 – –
IIA
22
Integral Investment Advisors
California
$1.3M 27,148 +1,701 +7%
BZWA
23
Blue Zone Wealth Advisors
California
$1.14M 23,786 +8,999 +61%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.09M 22,790 +584 +3%
MA
25
Mutual Advisors
Nebraska
$1.03M 21,656 -1,353 -6%
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