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First Trust California Municipal High income ETF

53 hedge funds and large institutions have $181M invested in First Trust California Municipal High income ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
33
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$911K +$48K +969 +6%
CW
27
Channel Wealth
California
$783K +$325K +6,556 +71%
HighTower Advisors
28
HighTower Advisors
Illinois
$713K +$5.95K +120 +0.8%
TPWA
29
Twin Peaks Wealth Advisors
California
$642K +$242K +4,888 +61%
TWM
30
TriaGen Wealth Management
California
$600K -$8.32K -168 -1%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$516K -$3.8M -76,783 -88%
AAS
32
Avantax Advisory Services
Texas
$485K +$241K +4,873 +99%
WSWA
33
Warren Street Wealth Advisors
California
$466K
TW
34
Towerpoint Wealth
California
$429K
MOS
35
MGO One Seven
Ohio
$401K +$4.95K +100 +1%
HI
36
Harbour Investments
Wisconsin
$332K +$23.1K +466 +7%
PIA
37
Perennial Investment Advisors
California
$323K +$12.4K +250 +4%
EWA
38
EP Wealth Advisors
California
$305K
AWS
39
Atria Wealth Solutions
New York
$277K +$1.34K +27 +0.5%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$239K +$1.83K +37 +0.8%
KAS
41
Kestra Advisory Services
Texas
$221K +$15K +302 +7%
CWS
42
Cypress Wealth Services
California
$210K
GS
43
GTS Securities
New York
$207K -$408K -8,236 -66%
PAG
44
Private Advisor Group
New Jersey
$206K +$1.19K +24 +0.6%
AF
45
Allworth Financial
California
$187K -$46.6K -936 -20%
AIP
46
Ameritas Investment Partners
Nebraska
$161K +$9.9K +200 +7%
CCM
47
Chilton Capital Management
Texas
$70K
LFG
48
Larson Financial Group
Missouri
$44.6K +$44.6K +900 New
GRP
49
Global Retirement Partners
California
$43.1K +$297 +6 +0.7%
IAIM
50
International Assets Investment Management
Florida
$34.7K +$34.7K +700 New