We are live on ! Find out more

First Trust California Municipal High income ETF

FCAL

Market cap $222M

69 hedge funds and large institutions have $215M invested in First Trust California Municipal High income ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New

Increased

Maintained

Reduced

Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

236% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 11

17% more funds holding

Funds holding: 59 → 69 (+10)

10% more capital invested

Capital invested by funds: $195M → $215M (+$19.3M)

2.13% more ownership

Funds ownership: 75.59% → 77.72% (+2.1%)

Holders

Holders Change

+10

Holders Change %

+16.95%

% of All Funds

0.91%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

% of All Funds

0.01%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	MMA Miracle Mile Advisors Los Angeles, California	+$5.69M
2	Morgan Stanley New York	+$2.18M
3	OMC Old Mission Capital Chicago, Illinois	+$2.09M
4	GC Guggenheim Capital Chicago, Illinois	+$2.04M
5	FTUS Flow Traders U.S. New York	+$1.94M

Top Sellers

1	Citadel Advisors Miami, Florida	-$1.79M
2	SEP Southland Equity Partners Wildwood, Missouri	-$1.41M
3	Envestnet Asset Management Chicago, Illinois	-$620K
4	T Tidemark San Diego, California	-$260K
5	AWS Atria Wealth Solutions New York	-$249K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	MA 26 Mutual Advisors Omaha, Nebraska	$1.06M	+$48.4K	+970	+5%
27	27 Cambridge Investment Research Advisors Fairfield, Iowa	$1.05M	+$6.28K	+126	+0.6%
28	MF 28 Manchester Financial Westlake Village, California	$1.04M	–	–	–
29	29 HighTower Advisors Chicago, Illinois	$1.03M	+$254K	+5,085	+32%
30	TPWA 30 Twin Peaks Wealth Advisors Burlingame, California	$989K	+$319K	+6,401	+47%
31	31 Commonwealth Equity Services Waltham, Massachusetts	$967K	+$80.2K	+1,608	+9%
32	T 32 Tidemark San Diego, California	$781K	-$260K	-5,208	-25%
33	BZWA 33 Blue Zone Wealth Advisors Los Angeles, California	$730K	–	–	–
34	GS 34 GTS Securities New York	$706K	+$499K	+10,008	+233%
35	MOS 35 MGO One Seven Beachwood, Ohio	$671K	+$274K	+5,500	+68%
36	CF 36 Centaurus Financial Anaheim, California	$625K	+$631K	+12,665	New
37	TWM 37 TriaGen Wealth Management Calabasas, California	$539K	-$52.7K	-1,057	-9%
38	WSWA 38 Warren Street Wealth Advisors Newport Beach, California	$459K	+$1.45K	+29	+0.3%
39	TC 39 TownSquare Capital Provo, Utah	$448K	+$48.5K	+973	+12%
40	TW 40 Towerpoint Wealth Sacramento, California	$406K	-$21.2K	-425	-5%
41	HF 41 HRT Financial New York	$376K	+$380K	+7,621	New
42	KWA 42 Kingswood Wealth Advisors San Diego, California	$357K	+$360K	+7,222	New
43	EH 43 Equitable Holdings New York	$347K	+$147K	+2,955	+72%
44	44 Wealth Enhancement Advisory Services Plymouth, Minnesota	$340K	+$13.5K	+271	+4%
45	PIA 45 Perennial Investment Advisors Los Angeles, California	$335K	-$2.19K	-44	-0.6%
46	AAS 46 Avantax Advisory Services Dallas, Texas	$320K	+$11.5K	+230	+4%
47	EWA 47 EP Wealth Advisors Torrance, California	$304K	–	–	–
48	FFA 48 Farther Finance Advisors San Francisco, California	$296K	+$299K	+6,000	New
49	GIM 49 Guild Investment Management Los Angeles, California	$296K	+$299K	+6,000	New
50	50 Envestnet Asset Management Chicago, Illinois	$292K	-$620K	-12,443	-68%