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First Trust California Municipal High income ETF

53 hedge funds and large institutions have $143M invested in First Trust California Municipal High income ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

41% more capital invested

Capital invested by funds: $101M → $143M (+$41.7M)

29% more funds holding

Funds holding: 4153 (+12)

12.71% more ownership

Funds ownership: 69.13%81.85% (+13%)

Holders
53
Holders Change
+12
Holders Change %
+29.27%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
19
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
26
Twin Peaks Wealth Advisors
California
$671K +$646K +13,435 New
TWM
27
TriaGen Wealth Management
California
$617K +$21K +437 +4%
NIWA
28
New Insight Wealth Advisors
California
$604K +$582K +12,095 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$485K +$11.9K +248 +3%
WSWA
30
Warren Street Wealth Advisors
California
$470K -$45.1K -937 -9%
IFG
31
Independent Financial Group
California
$403K +$388K +8,067 New
MOS
32
MGO One Seven
Ohio
$399K +$385K +8,000 New
GS
33
GTS Securities
New York
$361K +$348K +7,228 New
PIA
34
Perennial Investment Advisors
California
$345K -$348K -7,227 -51%
SWA
35
Stratos Wealth Advisors
Ohio
$317K -$144K -2,990 -32%
TW
36
Towerpoint Wealth
California
$315K -$12.6K -262 -4%
EWA
37
EP Wealth Advisors
California
$308K +$297K +6,165 New
MML Investors Services
38
MML Investors Services
Massachusetts
$291K -$18.9K -394 -6%
IWC
39
Integrated Wealth Concepts
Massachusetts
$223K -$1M -20,889 -82%
ARC
40
Advisor Resource Council
Texas
$213K +$205K +4,261 New
CWS
41
Cypress Wealth Services
California
$212K +$204K +4,250 New
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$210K +$202K +4,198 New
HI
43
Harbour Investments
Wisconsin
$206K +$28.9K +600 +17%
PAG
44
Private Advisor Group
New Jersey
$205K +$197K +4,100 New
SEIA
45
Signature Estate & Investment Advisors
California
$200K +$193K +4,011 New
AIP
46
Ameritas Investment Partners
Nebraska
$153K
Wells Fargo
47
Wells Fargo
California
$103K +$99.1K +2,061 New
CCM
48
Chilton Capital Management
Texas
$70.6K
GRP
49
Global Retirement Partners
California
$44.7K +$289 +6 +0.7%
DF
50
Dunhill Financial
United Kingdom
$13.5K +$13K +270 New