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First Trust California Municipal High income ETF

78 hedge funds and large institutions have $138M invested in First Trust California Municipal High income ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

8% more capital invested

Capital invested by funds: $128M → $138M (+$10.2M)

7% more funds holding

Funds holding: 7378 (+5)

4.91% more ownership

Funds ownership: 68.26%73.17% (+4.9%)

Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
35
Reduced
26
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$944K +$11.1K +225 +1%
WAS
27
WESPAC Advisors SoCal
California
$910K +$156K +3,173 +21%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$897K -$22.7K -461 -2%
NIWA
29
New Insight Wealth Advisors
California
$896K +$251K +5,090 +39%
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$894K +$537K +10,903 +151%
CCG
31
Catalina Capital Group
California
$809K -$44K -893 -5%
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$736K -$269K -5,472 -27%
CC
33
Climber Capital
Switzerland
$721K +$721K +14,635 New
FTUS
34
Flow Traders U.S.
New York
$599K
CF
35
Centaurus Financial
California
$591K
Raymond James Financial
36
Raymond James Financial
Florida
$587K +$38.4K +780 +7%
WSWA
37
Warren Street Wealth Advisors
California
$572K +$125K +2,537 +28%
CSIC
38
Clifford Swan Investment Counsel
California
$559K
BZWA
39
Blue Zone Wealth Advisors
California
$542K -$148K -3,000 -21%
FFA
40
Farther Finance Advisors
California
$542K +$148K +3,000 +38%
GIM
41
Guild Investment Management
California
$542K +$148K +3,000 +38%
WWA
42
WCG Wealth Advisors
Nevada
$531K +$530K +10,766 New
QCM
43
Quantinno Capital Management
New York
$527K +$285K +5,782 +118%
T
44
Tidemark
California
$521K -$38.8K -787 -7%
FF
45
Foronjy Financial
California
$498K -$320K -6,495 -39%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$493K -$57.4K -1,165 -10%
IA
47
Inspire Advisors
Idaho
$442K +$1.77K +36 +0.4%
CL
48
CLG LLC
California
$439K +$87.7K +1,780 +25%
DADC
49
D.A. Davidson & Co
Montana
$384K -$4.92K -100 -1%
SWM
50
SeaCrest Wealth Management
New York
$383K +$90.1K +1,829 +31%