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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

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.

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
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$26.3M
2
LPL Financial
2
LPL Financial
California
$20.3M
3
Jane Street
3
Jane Street
New York
$5.06M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.36M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.1M

Top Sellers

1
SCA
1
Snowden Capital Advisors
New York
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$294K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
AF
5
Allworth Financial
California
$760K
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$655K 13,856 +7,488 +118%
TWM
27
TriaGen Wealth Management
California
$564K 11,933 +259 +2%
AAS
28
Avantax Advisory Services
Texas
$516K 10,914 +55 +0.5%
WSWA
29
Warren Street Wealth Advisors
California
$489K 10,355 – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$447K 9,465 +62 +0.7%
SWA
31
Stratos Wealth Advisors
Ohio
$442K 9,347 – –
TW
32
Towerpoint Wealth
California
$310K 6,570 -245 -4%
MML Investors Services
33
MML Investors Services
Massachusetts
$294K 6,226 -10,213 -62%
KAS
34
Kestra Advisory Services
Texas
$285K 6,034 +728 +14%
Stifel Financial
35
Stifel Financial
Missouri
$239K 5,052 -8,070 -61%
HI
36
Harbour Investments
Wisconsin
$166K 3,521 +29 +0.8%
AIP
37
Ameritas Investment Partners
Nebraska
$145K 3,067 – –
CCM
38
Chilton Capital Management
Texas
$66.8K 1,414 – –
TFG
39
Team Financial Group
California
$45.4K 961 +961 New
GRP
40
Global Retirement Partners
California
$41.8K 890 +6 +0.7%
PTC
41
Private Trust Company
Ohio
$10.4K 221 – –
Wells Fargo
42
Wells Fargo
California
– – -3,623 Closed
SCA
43
Snowden Capital Advisors
New York
– – -15,102 Closed
FTUS
44
Flow Traders U.S.
New York
– – -14,664 Closed
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
– – -9,730 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
– – – –
1
2