We are live on ! Find out more
FCAL icon

First Trust California Municipal High income ETF

9 hedge funds and large institutions have $15.4M invested in First Trust California Municipal High income ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

13% more funds holding

Funds holding: 89 (+1)

6% more capital invested

Capital invested by funds: $14.5M → $15.4M (+$868K)

2.3% more ownership

Funds ownership: 64.19%66.49% (+2.3%)

Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
4
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$6.71M +$506K +10,025 +8%
SWAG
2
Spectrum Wealth Advisory Group
California
$2.75M +$2.7M +53,455 New
Jane Street
3
Jane Street
New York
$2.41M -$955K -18,934 -29%
LPL Financial
4
LPL Financial
California
$1.41M +$323K +6,414 +31%
MIAN
5
Mariner Independent Advisor Network
Kansas
$857K +$142K +2,806 +20%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$580K -$751K -14,886 -57%
HighTower Advisors
7
HighTower Advisors
Illinois
$361K +$354K +7,015 New
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$302K +$145K +2,880 +96%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
-$1.27M -25,305 Closed
Goldman Sachs
10
Goldman Sachs
New York
-$659K -13,129 Closed
Wells Fargo
11
Wells Fargo
California
+$50 +1 New