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First Trust California Municipal High income ETF

77 hedge funds and large institutions have $138M invested in First Trust California Municipal High income ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

0% less capital invested

Capital invested by funds: $138M → $138M (-$1.58K)

1% less funds holding

Funds holding: 7877 (-1)

6.56% less ownership

Funds ownership: 73.17%66.61% (-6.6%)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
51
Blue Zone Wealth Advisors
California
$391K -$149K -3,000 -27%
SWM
52
SeaCrest Wealth Management
New York
$380K +$1.49K +30 +0.4%
NA
53
NewEdge Advisors
Louisiana
$353K -$15.2M -306,851 -98%
TW
54
Towerpoint Wealth
California
$340K -$6.29K -127 -2%
AF
55
ASL Financial
California
$301K -$61.9K -1,250 -17%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$264K +$28.3K +572 +12%
SPIA
57
Steward Partners Investment Advisory
New York
$259K +$9.91K +200 +4%
TWM
58
TriaGen Wealth Management
California
$257K -$13.1K -264 -5%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$255K -$41.9K -845 -14%
ACP
60
Argyle Capital Partners
California
$247K
CWS
61
Cypress Wealth Services
California
$217K +$1.83K +37 +0.8%
KWA
62
Kingswood Wealth Advisors
California
$216K -$55.3K -1,116 -20%
GBFG
63
Gerald Baker Financial Group
Texas
$215K +$218K +4,396 New
TPWA
64
Twin Peaks Wealth Advisors
California
$171K +$173K +3,494 New
RF
65
Rossby Financial
Florida
$146K
AF
66
Allworth Financial
California
$140K -$8.08K -163 -5%
AAP
67
Arax Advisory Partners
Colorado
$117K +$59.5K +1,200 +100%
AG
68
AmeriFlex Group
Nevada
$89.8K +$446 +9 +0.5%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$46.7K +$47.3K +954 New
LFG
70
Larson Financial Group
Missouri
$44K
AIP
71
Ameritas Investment Partners
Nebraska
$41.9K
HI
72
Harbour Investments
Wisconsin
$39.4K -$4.81K -97 -11%
DF
73
Dunhill Financial
United Kingdom
$14.1K +$14.3K +288 New
AssetMark Inc
74
AssetMark Inc
California
$13.1K -$6.59K -133 -33%
PTC
75
Private Trust Company
Ohio
$6.41K