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First Trust California Municipal High income ETF

77 hedge funds and large institutions have $138M invested in First Trust California Municipal High income ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

0% less capital invested

Capital invested by funds: $138M → $138M (-$1.58K)

1% less funds holding

Funds holding: 7877 (-1)

6.56% less ownership

Funds ownership: 73.17%66.61% (-6.6%)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
26
Entruity Wealth
California
$1.02M -$16.6K -335 -2%
OMC
27
Old Mission Capital
Illinois
$962K +$974K +19,668 New
MA
28
Mutual Advisors
Nebraska
$958K -$26.2K -528 -3%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$914K +$25.2K +509 +3%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$901K -$35.6K -718 -4%
GSWM
31
Golden State Wealth Management
California
$893K -$62.7K -1,266 -6%
CCG
32
Catalina Capital Group
California
$809K +$6.09K +123 +0.7%
WAS
33
WESPAC Advisors SoCal
California
$724K -$181K -3,659 -20%
CC
34
Climber Capital
Switzerland
$715K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$684K -$2.77M -55,911 -80%
WSWA
36
Warren Street Wealth Advisors
California
$659K +$93K +1,877 +16%
Raymond James Financial
37
Raymond James Financial
Florida
$622K +$41.1K +830 +7%
FTUS
38
Flow Traders U.S.
New York
$594K
CF
39
Centaurus Financial
California
$586K
CSIC
40
Clifford Swan Investment Counsel
California
$555K
FFA
41
Farther Finance Advisors
California
$539K
GIM
42
Guild Investment Management
California
$538K
QCM
43
Quantinno Capital Management
New York
$523K
CL
44
CLG LLC
California
$503K +$68.3K +1,378 +15%
WWA
45
WCG Wealth Advisors
Nevada
$492K -$34.5K -696 -6%
IA
46
Inspire Advisors
Idaho
$460K +$21.8K +439 +5%
PIA
47
Perennial Investment Advisors
California
$459K +$93K +1,878 +25%
DADC
48
D.A. Davidson & Co
Montana
$455K +$74.9K +1,511 +19%
FF
49
Foronjy Financial
California
$453K -$41.5K -838 -8%
T
50
Tidemark
California
$427K -$90.1K -1,818 -17%