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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

44 hedge funds and large institutions have $96M invested in First Trust California Municipal High income ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 0 closing their positions.

Holders
44
Holders Change
+8
Holders Change %
+22.22%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
24
Reduced
9
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$22.8M
2
LPL Financial
2
LPL Financial
California
$17.1M
3
Jane Street
3
Jane Street
New York
$3.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.25M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.04M

Top Sellers

1
AF
1
Allworth Financial
California
$1.21M
2
FAIM
2
Financial Advocates Investment Management
Washington
$706K
3
MA
3
Mutual Advisors
Nebraska
$1.31M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$1.09M
5
WSWA
5
Warren Street Wealth Advisors
California
$507K
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
26
Financial Advocates Investment Management
Washington
$706K 14,409 -2,141 -13%
PIA
27
Perennial Investment Advisors
California
$676K 13,796 +3,583 +35%
Stifel Financial
28
Stifel Financial
Missouri
$643K 13,122 -192 -1%
IIA
29
Integral Investment Advisors
California
$639K 13,050 +900 +7%
TWM
30
TriaGen Wealth Management
California
$572K 11,674 -43 -0.4%
AAS
31
Avantax Advisory Services
Texas
$532K 10,859 +54 +0.5%
WSWA
32
Warren Street Wealth Advisors
California
$507K 10,355 -354 -3%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$478K 9,730 +9,730 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$461K 9,403 +9,403 New
SWA
35
Stratos Wealth Advisors
Ohio
$458K 9,347 +9,347 New
TW
36
Towerpoint Wealth
California
$334K 6,815 +1,510 +28%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$312K 6,368 +6,368 New
KAS
38
Kestra Advisory Services
Texas
$260K 5,306 +5,306 New
Wells Fargo
39
Wells Fargo
California
$177K 3,623 +3,623 New
HI
40
Harbour Investments
Wisconsin
$171K 3,492 +242 +7%
AIP
41
Ameritas Investment Partners
Nebraska
$150K 3,067 +1,500 +96%
CCM
42
Chilton Capital Management
Texas
$69.3K 1,414 – –
GRP
43
Global Retirement Partners
California
$43.3K 884 +4 +0.5%
PTC
44
Private Trust Company
Ohio
$10.8K 221 – –
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
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