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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

52 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 16 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
52
Holders Change
+11
Holders Change %
+26.83%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
19
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$50.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.7M
3
CCG
3
Catalina Capital Group
California
$1.68M
4
T
4
Tidemark
California
$1.25M
5
CBB
5
Citizens Business Bank
California
$5.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$223K
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.65M
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TPWA
26
Twin Peaks Wealth Advisors
California
$671K 13,435 +13,435 New
TWM
27
TriaGen Wealth Management
California
$617K 12,370 +437 +4%
NIWA
28
New Insight Wealth Advisors
California
$604K 12,095 +12,095 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$485K 9,713 +248 +3%
WSWA
30
Warren Street Wealth Advisors
California
$470K 9,418 -937 -9%
MOS
31
MGO One Seven
Ohio
$399K 8,000 +8,000 New
GS
32
GTS Securities
New York
$361K 7,228 +7,228 New
PIA
33
Perennial Investment Advisors
California
$345K 6,922 -7,227 -51%
SWA
34
Stratos Wealth Advisors
Ohio
$317K 6,357 -2,990 -32%
TW
35
Towerpoint Wealth
California
$315K 6,308 -262 -4%
EWA
36
EP Wealth Advisors
California
$308K 6,165 +6,165 New
MML Investors Services
37
MML Investors Services
Massachusetts
$291K 5,832 -394 -6%
IWC
38
Integrated Wealth Concepts
Massachusetts
$223K 4,476 -20,889 -82%
ARC
39
Advisor Resource Council
Texas
$213K 4,261 +4,261 New
CWS
40
Cypress Wealth Services
California
$212K 4,250 +4,250 New
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$210K 4,198 +4,198 New
HI
42
Harbour Investments
Wisconsin
$206K 4,121 +600 +17%
PAG
43
Private Advisor Group
New Jersey
$205K 4,100 +4,100 New
SEIA
44
Signature Estate & Investment Advisors
California
$200K 4,011 +4,011 New
AIP
45
Ameritas Investment Partners
Nebraska
$153K 3,067 – –
Wells Fargo
46
Wells Fargo
California
$103K 2,061 +2,061 New
CCM
47
Chilton Capital Management
Texas
$70.6K 1,414 – –
GRP
48
Global Retirement Partners
California
$44.7K 896 +6 +0.7%
DF
49
Dunhill Financial
United Kingdom
$13.5K 270 +270 New
PTC
50
Private Trust Company
Ohio
$11K 221 – –
1
2
3