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First Trust California Municipal High income ETF

41 hedge funds and large institutions have $101M invested in First Trust California Municipal High income ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

5% more capital invested

Capital invested by funds: $96M → $101M (+$5.28M)

2.73% more ownership

Funds ownership: 66.4%69.13% (+2.7%)

7% less funds holding

Funds holding: 4441 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
24
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$655K +$363K +7,488 +118%
TWM
27
TriaGen Wealth Management
California
$564K +$12.6K +259 +2%
AAS
28
Avantax Advisory Services
Texas
$516K +$2.67K +55 +0.5%
WSWA
29
Warren Street Wealth Advisors
California
$489K
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$447K +$3.01K +62 +0.7%
SWA
31
Stratos Wealth Advisors
Ohio
$442K
TW
32
Towerpoint Wealth
California
$310K -$11.9K -245 -4%
MML Investors Services
33
MML Investors Services
Massachusetts
$294K -$495K -10,213 -62%
KAS
34
Kestra Advisory Services
Texas
$285K +$35.3K +728 +14%
Stifel Financial
35
Stifel Financial
Missouri
$239K -$391K -8,070 -61%
HI
36
Harbour Investments
Wisconsin
$166K +$1.41K +29 +0.8%
AIP
37
Ameritas Investment Partners
Nebraska
$145K
CCM
38
Chilton Capital Management
Texas
$66.8K
TFG
39
Team Financial Group
California
$45.4K +$46.6K +961 New
GRP
40
Global Retirement Partners
California
$41.8K +$291 +6 +0.7%
PTC
41
Private Trust Company
Ohio
$10.4K
Wells Fargo
42
Wells Fargo
California
$9 -$176K -3,623 Closed
SCA
43
Snowden Capital Advisors
New York
-$740K -15,102 Closed
FTUS
44
Flow Traders U.S.
New York
-$718K -14,664 Closed
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
-$478K -9,730 Closed