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First Trust California Municipal High income ETF

78 hedge funds and large institutions have $138M invested in First Trust California Municipal High income ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

8% more capital invested

Capital invested by funds: $128M → $138M (+$10.2M)

7% more funds holding

Funds holding: 7378 (+5)

4.91% more ownership

Funds ownership: 68.26%73.17% (+4.9%)

Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
35
Reduced
26
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
51
Perennial Investment Advisors
California
$370K +$1.33K +27 +0.4%
AF
52
ASL Financial
California
$365K +$365K +7,410 New
TW
53
Towerpoint Wealth
California
$349K -$5.02K -102 -1%
FA
54
FF Advisors
California
$331K +$330K +6,711 New
EH
55
Equitable Holdings
New York
$305K -$17.5K -355 -5%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$298K +$19.2K +389 +7%
KWA
57
Kingswood Wealth Advisors
California
$273K +$17.2K +350 +7%
TWM
58
TriaGen Wealth Management
California
$272K -$10.5K -213 -4%
SPIA
59
Steward Partners Investment Advisory
New York
$251K
ACP
60
Argyle Capital Partners
California
$249K
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$238K -$66.5K -1,350 -22%
IF
62
Integrity Financial
Wyoming
$234K -$15.4K -313 -6%
FA
63
Flagstar Advisors
New York
$220K -$55.4K -1,125 -20%
CWS
64
Cypress Wealth Services
California
$217K +$1.77K +36 +0.8%
AF
65
Allworth Financial
California
$149K +$80.8K +1,640 +119%
RF
66
Rossby Financial
Florida
$146K +$146K +2,971 New
AG
67
AmeriFlex Group
Nevada
$90.1K -$62K -1,259 -41%
KAS
68
Kestra Advisory Services
Texas
$70.2K +$70.1K +1,423 New
AAP
69
Arax Advisory Partners
Colorado
$59.2K +$59.1K +1,200 New
Comerica Bank
70
Comerica Bank
Texas
$48.9K +$394 +8 +0.8%
GRP
71
Global Retirement Partners
California
$45K +$394 +8 +0.9%
HI
72
Harbour Investments
Wisconsin
$44.5K -$28.3K -574 -39%
LFG
73
Larson Financial Group
Missouri
$44.4K
AIP
74
Ameritas Investment Partners
Nebraska
$42.3K
AssetMark Inc
75
AssetMark Inc
California
$19.8K +$19.7K +401 New