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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

36 hedge funds and large institutions have $64.4M invested in First Trust California Municipal High income ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$11.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.74M
3
KCM
3
Karp Capital Management
California
$4.72M
4
WI
4
Wintrust Investments
Illinois
$624K
5
CA
5
Cetera Advisors
Colorado
$493K

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.22M
2
CF
2
Centaurus Financial
California
$0
3
SEP
3
Southland Equity Partners
Missouri
$2.02M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$719K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$493K +$493K +9,000 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$485K +$2.24K +41 +0.5%
SW
28
SteelPeak Wealth
California
$397K +$41.1K +750 +12%
MPW
29
Monterey Private Wealth
California
$302K – – –
HAS
30
HBW Advisory Services
California
$224K – – –
KWS
31
Keystone Wealth Services
California
$209K +$209K +3,825 New
PA
32
Parallel Advisors
California
$55K – – –
AIP
33
Ameritas Investment Partners
Nebraska
$53K – – –
UBS Group
34
UBS Group
Switzerland
$40K +$28K +511 +234%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$16K +$16K +300 New
CF
36
Centaurus Financial
California
– -$123K -2,264 Closed
JPLA
37
Joseph P. Lucia & Associates
New York
– -$38K -700 Closed
1
2