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First Trust California Municipal High income ETF

80 hedge funds and large institutions have $219M 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, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
31
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$298K
EWA
52
EP Wealth Advisors
California
$296K
FFA
53
Farther Finance Advisors
California
$288K
GIM
54
Guild Investment Management
California
$288K
AAS
55
Avantax Advisory Services
Texas
$285K -$24.7K -515 -8%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$258K +$8.64K +180 +3%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$258K -$61.6K -1,285 -19%
Citadel Advisors
58
Citadel Advisors
Florida
$245K +$245K +5,105 New
SPIA
59
Steward Partners Investment Advisory
New York
$245K -$12.9K -268 -5%
PAG
60
Private Advisor Group
New Jersey
$243K -$3.21K -67 -1%
ACP
61
Argyle Capital Partners
California
$242K
IA
62
Inspire Advisors
Idaho
$239K +$239K +4,992 New
FA
63
Flagstar Advisors
New York
$235K +$1.92K +40 +0.8%
TPWA
64
Twin Peaks Wealth Advisors
California
$229K -$488K -10,205 -68%
IF
65
Integrity Financial
Wyoming
$227K
DPI
66
Diversified Portfolios Inc
Michigan
$210K +$210K +4,385 New
CWS
67
Cypress Wealth Services
California
$207K +$1.73K +36 +0.8%
DADC
68
D.A. Davidson & Co
Montana
$205K +$205K +4,269 New
RF
69
Rossby Financial
Florida
$144K
AIP
70
Ameritas Investment Partners
Nebraska
$140K +$9.59K +200 +7%
CCM
71
Chilton Capital Management
Texas
$134K
AG
72
AmeriFlex Group
Nevada
$73.9K
HI
73
Harbour Investments
Wisconsin
$70.6K +$192 +4 +0.3%
PTC
74
Private Trust Company
Ohio
$66.6K +$50.8K +1,058 +320%
AF
75
Allworth Financial
California
$66.2K