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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

69 hedge funds and large institutions have $215M invested in First Trust California Municipal High income ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
37
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$94.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.3M
3
OMC
3
Old Mission Capital
Illinois
$2.07M
4
GC
4
Guggenheim Capital
Illinois
$2.83M
5
FTUS
5
Flow Traders U.S.
New York
$1.93M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
SEP
2
Southland Equity Partners
Missouri
$2.14M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$292K
4
T
4
Tidemark
California
$781K
5
AWS
5
Atria Wealth Solutions
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CW
51
CreativeOne Wealth
Kansas
$281K 5,686 +143 +3%
SPIA
52
Steward Partners Investment Advisory
New York
$265K 5,368 +268 +5%
PAG
53
Private Advisor Group
New Jersey
$252K 5,106 +929 +22%
ACP
54
Argyle Capital Partners
California
$249K 5,051 +5,051 New
FA
55
Flagstar Advisors
New York
$238K 4,814 +59 +1%
GSWM
56
Golden State Wealth Management
California
$213K 4,308 +4,308 New
CWS
57
Cypress Wealth Services
California
$210K 4,250 – –
CCM
58
Chilton Capital Management
Texas
$198K 4,018 – –
AIP
59
Ameritas Investment Partners
Nebraska
$134K 2,711 -35 -1%
AG
60
AmeriFlex Group
Nevada
$76.1K 1,543 +1,543 New
HI
61
Harbour Investments
Wisconsin
$72.3K 1,465 -80 -5%
AF
62
Allworth Financial
California
$68K 1,380 -1,242 -47%
LFG
63
Larson Financial Group
Missouri
$44.4K 900 – –
GRP
64
Global Retirement Partners
California
$43.6K 883 +7 +0.8%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$29.3K 593 +593 New
PTC
66
Private Trust Company
Ohio
$16.3K 331 – –
DF
67
Dunhill Financial
United Kingdom
$13.7K 278 +2 +0.7%
Wells Fargo
68
Wells Fargo
California
$8.76K 177 +176 +17,600%
TRCT
69
Tower Research Capital (TRC)
New York
$2.81K 57 +57 New
Citadel Advisors
70
Citadel Advisors
Florida
– – -35,682 Closed
AWS
71
Atria Wealth Solutions
New York
– – -4,952 Closed
JBA
72
Johnson Bixby & Associates
Washington
– – -4,033 Closed
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
– – -2,470 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– – – –
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