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First Trust California Municipal High income ETF

73 hedge funds and large institutions have $128M invested in First Trust California Municipal High income ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

9% less funds holding

Funds holding: 8073 (-7)

9.21% less ownership

Funds ownership: 77.46%68.26% (-9.2%)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

42% less capital invested

Capital invested by funds: $219M → $128M (-$91M)

Holders
73
Holders Change
-7
Holders Change %
-8.75%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
28
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$909K -$51.3K -1,068 -5%
CCG
27
Catalina Capital Group
California
$844K -$126K -2,634 -13%
GSWM
28
Golden State Wealth Management
California
$837K +$479K +9,980 +139%
FF
29
Foronjy Financial
California
$809K -$32.5K -676 -4%
Jane Street
30
Jane Street
New York
$801K -$3.48M -72,521 -82%
WAS
31
WESPAC Advisors SoCal
California
$746K +$734K +15,287 New
BZWA
32
Blue Zone Wealth Advisors
California
$683K -$470K -9,786 -41%
NIWA
33
New Insight Wealth Advisors
California
$638K -$100K -2,090 -14%
FTUS
34
Flow Traders U.S.
New York
$593K +$194K +4,034 +50%
CF
35
Centaurus Financial
California
$584K
T
36
Tidemark
California
$553K -$165K -3,432 -23%
CSIC
37
Clifford Swan Investment Counsel
California
$553K
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$545K +$536K +11,165 New
Raymond James Financial
39
Raymond James Financial
Florida
$542K -$36.2K -753 -6%
WSWA
40
Warren Street Wealth Advisors
California
$442K -$96 -2 -0%
IA
41
Inspire Advisors
Idaho
$435K +$189K +3,935 +79%
FFA
42
Farther Finance Advisors
California
$390K +$96K +2,000 +33%
GIM
43
Guild Investment Management
California
$390K +$96K +2,000 +33%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$387K -$194K -4,049 -34%
DADC
45
D.A. Davidson & Co
Montana
$385K +$174K +3,619 +85%
PIA
46
Perennial Investment Advisors
California
$365K -$69.3K -1,444 -16%
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$352K +$347K +7,225 New
TW
48
Towerpoint Wealth
California
$350K -$17.6K -367 -5%
NA
49
NewEdge Advisors
Louisiana
$348K -$125K -2,607 -27%
CL
50
CLG LLC
California
$348K +$2.31K +48 +0.7%