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First Trust California Municipal High income ETF
FCAL

53 hedge funds and large institutions have $143M invested in First Trust California Municipal High income ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

41% more capital invested

Capital invested by funds: $101M → $143M (+$41.7M)

29% more funds holding

Funds holding: 41 → 53 (+12)

12.71% more ownership

Funds ownership: 69.13% → 81.85% (+13%)

Holders
53
Holders Change
+12
Holders Change %
+29.27%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
19
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
Miracle Mile Advisors
California
+$22.2M
2
Morgan Stanley
Morgan Stanley
New York
+$9.68M
3
CBB
Citizens Business Bank
California
+$1.19M
4
LPL Financial
LPL Financial
California
+$1.09M
5
FTUS
Flow Traders U.S.
New York
+$1.04M

Top Sellers

1
Jane Street
Jane Street
New York
-$5.06M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$1M
3
FAIM
Financial Advocates Investment Management
Washington
-$697K
4
Osaic Holdings
Osaic Holdings
Arizona
-$540K
5
AAS
Avantax Advisory Services
Texas
-$516K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
51
Private Trust Company
Ohio
$11K – – –
TRCT
52
Tower Research Capital (TRC)
New York
$4.29K +$4.14K +86 New
TFG
53
Team Financial Group
California
$1.75K -$44.5K -926 -96%
Jane Street
54
Jane Street
New York
– -$5.06M -107,038 Closed
FAIM
55
Financial Advocates Investment Management
Washington
– -$697K -14,754 Closed
AAS
56
Avantax Advisory Services
Texas
– -$516K -10,914 Closed
KAS
57
Kestra Advisory Services
Texas
– -$285K -6,034 Closed
Stifel Financial
58
Stifel Financial
Missouri
– -$239K -5,052 Closed
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