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First Trust California Municipal High income ETF

73 hedge funds and large institutions have $128M invested in First Trust California Municipal High income ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

9% less funds holding

Funds holding: 8073 (-7)

9.21% less ownership

Funds ownership: 77.46%68.26% (-9.2%)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

42% less capital invested

Capital invested by funds: $219M → $128M (-$91M)

Holders
73
Holders Change
-7
Holders Change %
-8.75%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
28
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$319K -$138K -2,877 -31%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$301K +$38K +791 +15%
SWM
53
SeaCrest Wealth Management
New York
$290K +$284K +5,917 New
TWM
54
TriaGen Wealth Management
California
$280K -$42.5K -886 -13%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$277K +$13.4K +279 +5%
FA
56
Flagstar Advisors
New York
$272K +$33.1K +690 +14%
KWA
57
Kingswood Wealth Advisors
California
$253K -$97.6K -2,033 -28%
SPIA
58
Steward Partners Investment Advisory
New York
$249K
IF
59
Integrity Financial
Wyoming
$247K +$15K +313 +7%
ACP
60
Argyle Capital Partners
California
$246K
QCM
61
Quantinno Capital Management
New York
$240K +$236K +4,914 New
TPWA
62
Twin Peaks Wealth Advisors
California
$234K
CWS
63
Cypress Wealth Services
California
$212K +$1.73K +36 +0.8%
AG
64
AmeriFlex Group
Nevada
$151K +$74.1K +1,543 +100%
HI
65
Harbour Investments
Wisconsin
$72K +$192 +4 +0.3%
AF
66
Allworth Financial
California
$67.3K
PTC
67
Private Trust Company
Ohio
$56.7K -$10.9K -227 -16%
Comerica Bank
68
Comerica Bank
Texas
$48K +$47.3K +984 New
GRP
69
Global Retirement Partners
California
$44.1K +$336 +7 +0.8%
LFG
70
Larson Financial Group
Missouri
$43.9K
AIP
71
Ameritas Investment Partners
Nebraska
$41.8K -$98.6K -2,054 -71%
DF
72
Dunhill Financial
United Kingdom
$13.9K -$13.5K -282 Closed
TFG
73
Team Financial Group
California
$1.71K
Wells Fargo
74
Wells Fargo
California
$50 +$48 +1 New
OMC
75
Old Mission Capital
Illinois
-$1.6M -33,265 Closed