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First Trust California Municipal High income ETF

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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
26
Entruity Wealth
California
$984K
CCG
27
Catalina Capital Group
California
$957K
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$946K
MF
29
Manchester Financial
California
$932K
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$895K
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$888K
FF
32
Foronjy Financial
California
$828K
Osaic Holdings
33
Osaic Holdings
Arizona
$758K
NIWA
34
New Insight Wealth Advisors
California
$727K
T
35
Tidemark
California
$709K
CC
36
Climber Capital
Switzerland
$698K
CF
37
Centaurus Financial
California
$575K
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$575K
Raymond James Financial
39
Raymond James Financial
Florida
$570K
CSIC
40
Clifford Swan Investment Counsel
California
$544K
NA
41
NewEdge Advisors
Louisiana
$467K
EH
42
Equitable Holdings
New York
$452K
WSWA
43
Warren Street Wealth Advisors
California
$435K
PIA
44
Perennial Investment Advisors
California
$428K
FTUS
45
Flow Traders U.S.
New York
$389K
TW
46
Towerpoint Wealth
California
$362K
KWA
47
Kingswood Wealth Advisors
California
$346K
GSWM
48
Golden State Wealth Management
California
$345K
CL
49
CLG LLC
California
$340K
TWM
50
TriaGen Wealth Management
California
$318K