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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

79 hedge funds and large institutions have $218M 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, 20 reducing their positions, and 6 closing their positions.

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
31
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.66M
2
GS
2
GTS Securities
New York
$0
3
MMA
3
Miracle Mile Advisors
California
$94.6M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$758K
5
NIWA
5
New Insight Wealth Advisors
California
$727K
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
51
EP Wealth Advisors
California
$296K 6,165 – –
FFA
52
Farther Finance Advisors
California
$288K 6,000 – –
GIM
53
Guild Investment Management
California
$288K 6,000 – –
AAS
54
Avantax Advisory Services
Texas
$285K 5,950 -515 -8%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$258K 5,386 +180 +3%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$258K 5,376 -1,285 -19%
Citadel Advisors
57
Citadel Advisors
Florida
$245K 5,105 +5,105 New
SPIA
58
Steward Partners Investment Advisory
New York
$245K 5,100 -268 -5%
PAG
59
Private Advisor Group
New Jersey
$243K 5,072 -67 -1%
ACP
60
Argyle Capital Partners
California
$242K 5,051 – –
IA
61
Inspire Advisors
Idaho
$239K 4,992 +4,992 New
FA
62
Flagstar Advisors
New York
$235K 4,889 +40 +0.8%
TPWA
63
Twin Peaks Wealth Advisors
California
$229K 4,797 -10,205 -68%
IF
64
Integrity Financial
Wyoming
$227K 4,742 – –
DPI
65
Diversified Portfolios Inc
Michigan
$210K 4,385 +4,385 New
CWS
66
Cypress Wealth Services
California
$207K 4,319 +36 +0.8%
DADC
67
D.A. Davidson & Co
Montana
$205K 4,269 +4,269 New
RF
68
Rossby Financial
Florida
$144K 3,000 – –
AIP
69
Ameritas Investment Partners
Nebraska
$140K 2,911 +200 +7%
CCM
70
Chilton Capital Management
Texas
$134K 2,793 – –
AG
71
AmeriFlex Group
Nevada
$73.9K 1,543 – –
HI
72
Harbour Investments
Wisconsin
$70.6K 1,472 +4 +0.3%
PTC
73
Private Trust Company
Ohio
$66.6K 1,389 +1,058 +320%
AF
74
Allworth Financial
California
$66.2K 1,380 – –
AAP
75
Arax Advisory Partners
Colorado
$57.6K 1,200 – –
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3
4