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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

51 hedge funds and large institutions have $161M invested in First Trust California Municipal High income ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 9 closing their positions.

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$66M
2
LPL Financial
2
LPL Financial
California
$28.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.62M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.33M
5
Jane Street
5
Jane Street
New York
$2.75M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.54M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$0
3
CBB
3
Citizens Business Bank
California
$4.46M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
AF
5
Allworth Financial
California
$233K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$865K 17,426 +7,713 +79%
HighTower Advisors
27
HighTower Advisors
Illinois
$709K 14,270 -5,335 -27%
GS
28
GTS Securities
New York
$617K 12,418 +5,190 +72%
TWM
29
TriaGen Wealth Management
California
$610K 12,292 -78 -0.6%
WSWA
30
Warren Street Wealth Advisors
California
$468K 9,418 – –
CW
31
Channel Wealth
California
$459K 9,246 +9,246 New
TW
32
Towerpoint Wealth
California
$430K 8,661 +2,353 +37%
TPWA
33
Twin Peaks Wealth Advisors
California
$401K 8,071 -5,364 -40%
MOS
34
MGO One Seven
Ohio
$397K 8,000 – –
PIA
35
Perennial Investment Advisors
California
$312K 6,276 -646 -9%
HI
36
Harbour Investments
Wisconsin
$310K 6,242 +2,121 +51%
EWA
37
EP Wealth Advisors
California
$306K 6,165 – –
AWS
38
Atria Wealth Solutions
New York
$276K 5,560 +5,560 New
AAS
39
Avantax Advisory Services
Texas
$245K 4,930 +4,930 New
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$238K 4,786 +588 +14%
AF
41
Allworth Financial
California
$233K 4,694 -9,870 -68%
CWS
42
Cypress Wealth Services
California
$211K 4,250 – –
KAS
43
Kestra Advisory Services
Texas
$207K 4,166 +4,166 New
PAG
44
Private Advisor Group
New Jersey
$205K 4,130 +30 +0.7%
JBA
45
Johnson Bixby & Associates
Washington
$200K 4,033 +4,033 New
AIP
46
Ameritas Investment Partners
Nebraska
$151K 3,046 -21 -0.7%
CCM
47
Chilton Capital Management
Texas
$70.2K 1,414 – –
GRP
48
Global Retirement Partners
California
$42.9K 864 -32 -4%
PTC
49
Private Trust Company
Ohio
$16.4K 331 +110 +50%
DF
50
Dunhill Financial
United Kingdom
$13.5K 272 +2 +0.7%
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