FCAL icon

First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

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.

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
37
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$94.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.3M
3
OMC
3
Old Mission Capital
Illinois
$2.07M
4
GC
4
Guggenheim Capital
Illinois
$2.83M
5
FTUS
5
Flow Traders U.S.
New York
$1.93M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
SEP
2
Southland Equity Partners
Missouri
$2.14M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$292K
4
T
4
Tidemark
California
$781K
5
AWS
5
Atria Wealth Solutions
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MA
26
Mutual Advisors
Nebraska
$1.06M 21,613 +970 +5%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.05M 21,314 +126 +0.6%
MF
28
Manchester Financial
California
$1.04M 21,120 – –
HighTower Advisors
29
HighTower Advisors
Illinois
$1.03M 20,773 +5,085 +32%
TPWA
30
Twin Peaks Wealth Advisors
California
$989K 20,040 +6,401 +47%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$967K 19,584 +1,608 +9%
T
32
Tidemark
California
$781K 15,823 -5,208 -25%
BZWA
33
Blue Zone Wealth Advisors
California
$730K 14,787 – –
GS
34
GTS Securities
New York
$706K 14,306 +10,008 +233%
MOS
35
MGO One Seven
Ohio
$671K 13,600 +5,500 +68%
CF
36
Centaurus Financial
California
$625K 12,665 +12,665 New
TWM
37
TriaGen Wealth Management
California
$539K 10,927 -1,057 -9%
WSWA
38
Warren Street Wealth Advisors
California
$459K 9,303 +29 +0.3%
TC
39
TownSquare Capital
Utah
$448K 9,067 +973 +12%
TW
40
Towerpoint Wealth
California
$406K 8,216 -425 -5%
HF
41
HRT Financial
New York
$376K 7,621 +7,621 New
KWA
42
Kingswood Wealth Advisors
California
$357K 7,222 +7,222 New
EH
43
Equitable Holdings
New York
$347K 7,031 +2,955 +72%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$340K 6,877 +271 +4%
PIA
45
Perennial Investment Advisors
California
$335K 6,787 -44 -0.6%
AAS
46
Avantax Advisory Services
Texas
$320K 6,477 +230 +4%
EWA
47
EP Wealth Advisors
California
$304K 6,165 – –
GIM
48
Guild Investment Management
California
$296K 6,000 +6,000 New
FFA
49
Farther Finance Advisors
California
$296K 6,000 +6,000 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$292K 5,914 -12,443 -68%
1
2
3