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First Trust California Municipal High income ETF
FCAL

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: 80 → 73 (-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
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.01M
2
WAS
WESPAC Advisors SoCal
California
+$734K
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$536K
4
Osaic Holdings
Osaic Holdings
Arizona
+$535K
5
GSWM
Golden State Wealth Management
California
+$479K

Top Sellers

1
MMA
Miracle Mile Advisors
California
-$87.3M
2
Jane Street
Jane Street
New York
-$3.48M
3
OMC
Old Mission Capital
Illinois
-$1.6M
4
EC
Elequin Capital
New York
-$1.58M
5
MF
Manchester Financial
California
-$932K
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
76
Elequin Capital
New York
– -$1.58M -32,962 Closed
MF
77
Manchester Financial
California
– -$932K -19,420 Closed
Citadel Advisors
78
Citadel Advisors
Florida
– -$245K -5,105 Closed
PAG
79
Private Advisor Group
New Jersey
– -$243K -5,072 Closed
DPI
80
Diversified Portfolios Inc
Michigan
– -$210K -4,385 Closed
RF
81
Rossby Financial
Florida
– -$144K -3,000 Closed
CCM
82
Chilton Capital Management
Texas
– -$134K -2,793 Closed
AAP
83
Arax Advisory Partners
Colorado
– -$57.6K -1,200 Closed
1 2 3
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