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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

59 hedge funds and large institutions have $195M invested in First Trust California Municipal High income ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
24
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$37.7M
2
MMA
2
Miracle Mile Advisors
California
$90.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.79M
4
CW
4
Channel Wealth
California
$1.86M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$1M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Mariner
2
Mariner
Kansas
$2.12M
3
FA
3
Flagstar Advisors
New York
$239K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.23M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$921K -$131K -2,620 -12%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$902K -$21K -419 -2%
GC
28
Guggenheim Capital
Illinois
$825K +$825K +16,435 New
HighTower Advisors
29
HighTower Advisors
Illinois
$788K +$65.2K +1,298 +9%
BZWA
30
Blue Zone Wealth Advisors
California
$742K +$742K +14,787 New
TPWA
31
Twin Peaks Wealth Advisors
California
$684K +$34.1K +680 +5%
TWM
32
TriaGen Wealth Management
California
$601K -$7.03K -140 -1%
WSWA
33
Warren Street Wealth Advisors
California
$465K -$7.23K -144 -2%
TW
34
Towerpoint Wealth
California
$434K -$1K -20 -0.2%
MOS
35
MGO One Seven
Ohio
$406K – – –
TC
36
TownSquare Capital
Utah
$406K +$406K +8,094 New
PIA
37
Perennial Investment Advisors
California
$343K +$15.3K +305 +5%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$331K +$89.5K +1,783 +37%
AAS
39
Avantax Advisory Services
Texas
$313K -$178K -3,556 -36%
EWA
40
EP Wealth Advisors
California
$309K – – –
CW
41
CreativeOne Wealth
Kansas
$278K +$278K +5,543 New
SPIA
42
Steward Partners Investment Advisory
New York
$256K +$256K +5,100 New
AWS
43
Atria Wealth Solutions
New York
$249K -$31.9K -635 -11%
FA
44
Flagstar Advisors
New York
$239K -$744K -14,834 -76%
GS
45
GTS Securities
New York
$216K +$5.82K +116 +3%
CWS
46
Cypress Wealth Services
California
$213K – – –
PAG
47
Private Advisor Group
New Jersey
$210K +$1.15K +23 +0.6%
EH
48
Equitable Holdings
New York
$205K +$205K +4,076 New
JBA
49
Johnson Bixby & Associates
Washington
$202K +$202K +4,033 New
CCM
50
Chilton Capital Management
Texas
$202K +$131K +2,604 +184%
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