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First Trust California Municipal High income ETF

19 hedge funds and large institutions have $30.5M invested in First Trust California Municipal High income ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 1

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

51% more capital invested

Capital invested by funds: $20.2M → $30.5M (+$10.3M)

27% more funds holding

Funds holding: 1519 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.84% less ownership

Funds ownership: 64.08%60.24% (-3.8%)

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
12
Reduced
1
Closed
1
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
$7.7M +$614K +11,550 +9%
LPL Financial
2
LPL Financial
California
$5.19M +$3.04M +57,173 +142%
TW
3
Towerpoint Wealth
California
$4M +$2.51M +47,320 +171%
SWAG
4
Spectrum Wealth Advisory Group
California
$3.18M +$1.05M +19,695 +49%
DADC
5
D.A. Davidson & Co
Montana
$2.35M +$2.35M +44,158 New
Jane Street
6
Jane Street
New York
$1.29M -$411K -7,725 -24%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.26M +$20K +377 +2%
MIAN
8
Mariner Independent Advisor Network
Kansas
$1.16M +$130K +2,439 +13%
AG
9
Advisor Group
Arizona
$1.05M +$49.4K +930 +5%
HighTower Advisors
10
HighTower Advisors
Illinois
$967K +$483K +9,086 +100%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$762K +$116K +2,179 +18%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$545K +$295K +5,543 +118%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$530K +$225K +4,233 +74%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$404K +$20.2K +380 +5%
AIP
15
Ameritas Investment Partners
Nebraska
$45K +$45.4K +854 New
FAAS
16
First Allied Advisory Services
California
$27K +$26.6K +500 New
JPLA
17
Joseph P. Lucia & Associates
New York
$16K
UBS Group
18
UBS Group
Switzerland
$4K +$4.3K +81 New
LWAC
19
Laurel Wealth Advisors (California)
California
-$577K -11,000 Closed
Wells Fargo
20
Wells Fargo
California
+$53 +1 New