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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

80 hedge funds and large institutions have $219M invested in First Trust California Municipal High income ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
31
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$37.8M
2
Jane Street
Jane Street
New York
$4.27M
3
OMC
Old Mission Capital
Illinois
$1.6M
4
EC
Elequin Capital
New York
$1.58M
5
GC
Guggenheim Capital
Illinois
$5.06M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.66M
2
GS
GTS Securities
New York
$0
3
MMA
Miracle Mile Advisors
California
$94.6M
4
Osaic Holdings
Osaic Holdings
Arizona
$758K
5
NIWA
New Insight Wealth Advisors
California
$727K
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
26
Entruity Wealth
California
$984K -$22.5K -470 -2%
CCG
27
Catalina Capital Group
California
$957K -$164K -3,418 -15%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$946K +$1.44K +30 +0.2%
MF
29
Manchester Financial
California
$932K -$81.5K -1,700 -8%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$895K +$697K +14,532 +352%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$888K +$143K +2,982 +19%
FF
32
Foronjy Financial
California
$828K +$828K +17,265 New
Osaic Holdings
33
Osaic Holdings
Arizona
$758K -$974K -19,796 -56%
NIWA
34
New Insight Wealth Advisors
California
$727K -$721K -15,040 -50%
T
35
Tidemark
California
$709K -$67.8K -1,413 -9%
CC
36
Climber Capital
Switzerland
$698K – – –
CF
37
Centaurus Financial
California
$575K – – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$575K -$34K -708 -6%
Raymond James Financial
39
Raymond James Financial
Florida
$570K +$570K +11,875 New
CSIC
40
Clifford Swan Investment Counsel
California
$544K +$20.1K +420 +4%
NA
41
NewEdge Advisors
Louisiana
$467K +$467K +9,738 New
EH
42
Equitable Holdings
New York
$452K -$80.8K -1,684 -15%
WSWA
43
Warren Street Wealth Advisors
California
$435K -$11.3K -236 -3%
PIA
44
Perennial Investment Advisors
California
$428K +$102K +2,136 +31%
FTUS
45
Flow Traders U.S.
New York
$389K -$297K -6,206 -43%
TW
46
Towerpoint Wealth
California
$362K -$32.1K -670 -8%
KWA
47
Kingswood Wealth Advisors
California
$346K – – –
GSWM
48
Golden State Wealth Management
California
$345K +$67.1K +1,399 +24%
CL
49
CLG LLC
California
$340K +$131K +2,732 +63%
TWM
50
TriaGen Wealth Management
California
$318K -$156K -3,261 -33%
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