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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

75 hedge funds and large institutions have $211M invested in First Trust California Municipal High income ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
28
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$97M
2
CBB
2
Citizens Business Bank
California
$5.97M
3
GC
3
Guggenheim Capital
Illinois
$4.1M
4
GS
4
GTS Securities
New York
$1.37M
5
CC
5
Climber Capital
Switzerland
$621K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.62M
2
LPL Financial
2
LPL Financial
California
$34.8M
3
OMC
3
Old Mission Capital
Illinois
$0
4
FTUS
4
Flow Traders U.S.
New York
$695K
5
Jane Street
5
Jane Street
New York
$1.59M
Name Market Value Shares Shares
Change 		Shares
Change %
MF
26
Manchester Financial
California
$1.03M 21,120 – –
EW
27
Entruity Wealth
California
$1.02M 20,987 -600 -3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$955K 19,682 -1,632 -8%
T
29
Tidemark
California
$786K 16,193 +370 +2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$754K 15,524 -4,060 -21%
BZWA
31
Blue Zone Wealth Advisors
California
$718K 14,787 – –
TPWA
32
Twin Peaks Wealth Advisors
California
$717K 15,002 -5,038 -25%
FTUS
33
Flow Traders U.S.
New York
$695K 14,324 -24,665 -63%
MOS
34
MGO One Seven
Ohio
$693K 14,280 +680 +5%
CC
35
Climber Capital
Switzerland
$621K 14,635 +14,635 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$616K 12,692 +12,692 New
CF
37
Centaurus Financial
California
$582K 11,985 -680 -5%
EH
38
Equitable Holdings
New York
$539K 11,109 +4,078 +58%
CSIC
39
Clifford Swan Investment Counsel
California
$530K 10,925 +10,925 New
TWM
40
TriaGen Wealth Management
California
$480K 9,883 -1,044 -10%
WSWA
41
Warren Street Wealth Advisors
California
$452K 9,305 +2 +0%
ARC
42
Advisor Resource Council
Texas
$448K 9,234 +9,234 New
TC
43
TownSquare Capital
Utah
$440K 9,069 +2 +0%
TW
44
Towerpoint Wealth
California
$399K 8,216 – –
KWA
45
Kingswood Wealth Advisors
California
$351K 7,222 – –
PIA
46
Perennial Investment Advisors
California
$330K 6,792 +5 +0.1%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$323K 6,661 -216 -3%
AAS
48
Avantax Advisory Services
Texas
$314K 6,465 -12 -0.2%
AWS
49
Atria Wealth Solutions
New York
$302K 6,222 +6,222 New
EWA
50
EP Wealth Advisors
California
$299K 6,165 – –
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