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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

20 hedge funds and large institutions have $49.6M invested in First Trust California Municipal High income ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
5
Increased
10
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.29M
3
Bank of America
3
Bank of America
North Carolina
$9.07M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.56M
5
Jane Street
5
Jane Street
New York
$1.32M

Top Sellers

1
DADC
1
D.A. Davidson & Co
Montana
$0
2
LPL Financial
2
LPL Financial
California
$4.38M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$0
4
SWAG
4
Spectrum Wealth Advisory Group
California
$3.22M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$645K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14.3M 280,091 +153,005 +120%
Bank of America
2
Bank of America
North Carolina
$9.07M 177,397 +38,426 +28%
TW
3
Towerpoint Wealth
California
$5.06M 98,975 +5,500 +6%
LPL Financial
4
LPL Financial
California
$4.38M 85,622 -36,859 -30%
Citadel Advisors
5
Citadel Advisors
Florida
$3.29M 64,373 +44,711 +227%
SWAG
6
Spectrum Wealth Advisory Group
California
$3.22M 63,100 -2,482 -4%
KCM
7
Karp Capital Management
California
$2.37M 46,267 +1,712 +4%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.56M 30,591 +30,591 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.36M 26,632 +3,237 +14%
Jane Street
10
Jane Street
New York
$1.32M 25,867 +16,311 +171%
HighTower Advisors
11
HighTower Advisors
Illinois
$948K 18,543 +597 +3%
Stifel Financial
12
Stifel Financial
Missouri
$822K 16,076 +16,076 New
WI
13
Wintrust Investments
Illinois
$818K 16,000 +16,000 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$645K 12,615 -354 -3%
Morgan Stanley
15
Morgan Stanley
New York
$184K 3,598 +3,598 New
CF
16
Centaurus Financial
California
$107K 2,100 – –
AIP
17
Ameritas Investment Partners
Nebraska
$49K 959 +105 +12%
JPLA
18
Joseph P. Lucia & Associates
New York
$36K 700 +400 +133%
UBS Group
19
UBS Group
Switzerland
$19K 373 +373 New
DADC
20
D.A. Davidson & Co
Montana
– – -51,658 Closed
MIAN
21
Mariner Independent Advisor Network
Kansas
– – -26,454 Closed
Wells Fargo
22
Wells Fargo
California
$0 1 – –
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –