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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

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.

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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.19M
2
TW
2
Towerpoint Wealth
California
$4M
3
DADC
3
D.A. Davidson & Co
Montana
$2.35M
4
SWAG
4
Spectrum Wealth Advisory Group
California
$3.18M
5
Bank of America
5
Bank of America
North Carolina
$7.7M

Top Sellers

1
LWAC
1
Laurel Wealth Advisors (California)
California
$0
2
Jane Street
2
Jane Street
New York
$1.29M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.7M 144,538 +11,550 +9%
LPL Financial
2
LPL Financial
California
$5.19M 97,420 +57,173 +142%
TW
3
Towerpoint Wealth
California
$4M 75,020 +47,320 +171%
SWAG
4
Spectrum Wealth Advisory Group
California
$3.18M 59,774 +19,695 +49%
DADC
5
D.A. Davidson & Co
Montana
$2.35M 44,158 +44,158 New
Jane Street
6
Jane Street
New York
$1.29M 24,188 -7,725 -24%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.26M 23,662 +377 +2%
MIAN
8
Mariner Independent Advisor Network
Kansas
$1.16M 21,745 +2,439 +13%
AG
9
Advisor Group
Arizona
$1.06M 19,817 +930 +5%
HighTower Advisors
10
HighTower Advisors
Illinois
$967K 18,152 +9,086 +100%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$762K 14,314 +2,179 +18%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$545K 10,232 +5,543 +118%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$530K 9,945 +4,233 +74%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$404K 7,580 +380 +5%
AIP
15
Ameritas Investment Partners
Nebraska
$45K 854 +854 New
FAAS
16
First Allied Advisory Services
California
$27K 500 +500 New
JPLA
17
Joseph P. Lucia & Associates
New York
$16K 300 – –
UBS Group
18
UBS Group
Switzerland
$4K 81 +81 New
LWAC
19
Laurel Wealth Advisors (California)
California
– – -11,000 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
21
Wells Fargo
California
$0 1 +1 New