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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

75 hedge funds and large institutions have $211M invested in First Trust California Municipal High income ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
28
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$97M
2
CBB
2
Citizens Business Bank
California
$5.97M
3
GC
3
Guggenheim Capital
Illinois
$4.1M
4
GS
4
GTS Securities
New York
$1.37M
5
CC
5
Climber Capital
Switzerland
$621K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.62M
2
LPL Financial
2
LPL Financial
California
$34.8M
3
OMC
3
Old Mission Capital
Illinois
$0
4
FTUS
4
Flow Traders U.S.
New York
$695K
5
Jane Street
5
Jane Street
New York
$1.59M
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
51
Farther Finance Advisors
California
$294K 6,000 – –
GIM
52
Guild Investment Management
California
$291K 6,000 – –
GSWM
53
Golden State Wealth Management
California
$281K 5,789 +1,481 +34%
SPIA
54
Steward Partners Investment Advisory
New York
$261K 5,368 – –
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$253K 5,206 -708 -12%
PAG
56
Private Advisor Group
New Jersey
$249K 5,139 +33 +0.6%
ACP
57
Argyle Capital Partners
California
$245K 5,051 – –
FA
58
Flagstar Advisors
New York
$235K 4,849 +35 +0.7%
IF
59
Integrity Financial
Wyoming
$230K 4,742 +4,742 New
SWM
60
SeaCrest Wealth Management
New York
$221K 4,546 +4,546 New
CL
61
CLG LLC
California
$211K 4,348 +4,348 New
CWS
62
Cypress Wealth Services
California
$208K 4,283 +33 +0.8%
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$200K 4,130 +4,130 New
RF
64
Rossby Financial
Florida
$145K 3,000 +3,000 New
CCM
65
Chilton Capital Management
Texas
$136K 2,793 -1,225 -30%
AIP
66
Ameritas Investment Partners
Nebraska
$132K 2,711 – –
AG
67
AmeriFlex Group
Nevada
$74.9K 1,543 – –
HI
68
Harbour Investments
Wisconsin
$71.3K 1,468 +3 +0.2%
AF
69
Allworth Financial
California
$66.4K 1,380 – –
AAP
70
Arax Advisory Partners
Colorado
$58.2K 1,200 +1,200 New
LFG
71
Larson Financial Group
Missouri
$43.7K 900 – –
PTC
72
Private Trust Company
Ohio
$16.1K 331 – –
DF
73
Dunhill Financial
United Kingdom
$13.6K 281 +3 +1%
KGP
74
Keystone Global Partners
Colorado
$49 1 +1 New
Wells Fargo
75
Wells Fargo
California
$39 1 -176 -99%
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3
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