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First Trust California Municipal High income ETF
FCAL

27 hedge funds and large institutions have $53.1M invested in First Trust California Municipal High income ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

8% more funds holding

Funds holding: 25 → 27 (+2)

7% more capital invested

Capital invested by funds: $49.6M → $53.1M (+$3.55M)

1.63% more ownership

Funds ownership: 59.39% → 61.01% (+1.6%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
14
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$1.39M
2
LPL Financial
LPL Financial
California
+$1.27M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$919K
4
Bank of America
Bank of America
North Carolina
+$659K
5
LFAS
Level Four Advisory Services
Texas
+$363K

Top Sellers

1
SWAG
Spectrum Wealth Advisory Group
California
-$1.84M
2
Osaic Holdings
Osaic Holdings
Arizona
-$679K
3
Stifel Financial
Stifel Financial
Missouri
-$202K
4
KCM
Karp Capital Management
California
-$178K
5
Jane Street
Jane Street
New York
-$120K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
26
Weaver Consulting Group
California
$7K +$7.46K +141 New
CAN
27
Cetera Advisor Networks
California
– -$99K -1,900 Closed
JPLA
28
Joseph P. Lucia & Associates
New York
– -$37K -700 Closed
1
2