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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

25 hedge funds and large institutions have $49.6M invested in First Trust California Municipal High income ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
9
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$11.7M
2
LFAS
2
Level Four Advisory Services
Texas
$552K
3
FAIM
3
Financial Advocates Investment Management
Washington
$387K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$269K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
SWAG
2
Spectrum Wealth Advisory Group
California
$2.24M
3
Jane Street
3
Jane Street
New York
$576K
4
WI
4
Wintrust Investments
Illinois
$470K
5
LPL Financial
5
LPL Financial
California
$4.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14.9M 285,989 +5,898 +2%
Bank of America
2
Bank of America
North Carolina
$11.7M 224,753 +47,356 +27%
TW
3
Towerpoint Wealth
California
$5.17M 99,075 +100 +0.1%
LPL Financial
4
LPL Financial
California
$4.26M 81,551 -4,071 -5%
KCM
5
Karp Capital Management
California
$2.61M 49,998 +3,731 +8%
SWAG
6
Spectrum Wealth Advisory Group
California
$2.24M 42,912 -20,188 -32%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.79M 34,270 +3,679 +12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.4M 26,848 +216 +0.8%
HighTower Advisors
9
HighTower Advisors
Illinois
$937K 17,947 -596 -3%
Stifel Financial
10
Stifel Financial
Missouri
$675K 12,936 -3,140 -20%
Jane Street
11
Jane Street
New York
$576K 11,036 -14,831 -57%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$565K 10,825 -1,790 -14%
LFAS
13
Level Four Advisory Services
Texas
$552K 10,538 +10,538 New
WI
14
Wintrust Investments
Illinois
$470K 9,000 -7,000 -44%
Morgan Stanley
15
Morgan Stanley
New York
$445K 8,526 +4,928 +137%
FAIM
16
Financial Advocates Investment Management
Washington
$387K 7,415 +7,415 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$269K 5,160 +5,160 New
HAS
18
HBW Advisory Services
California
$214K 4,100 +4,100 New
CF
19
Centaurus Financial
California
$110K 2,100 – –
CAN
20
Cetera Advisor Networks
California
$99K 1,900 +1,900 New
AIP
21
Ameritas Investment Partners
Nebraska
$53K 1,030 +71 +7%
CFD
22
Creative Financial Designs
Indiana
$52K 1,000 +1,000 New
JPLA
23
Joseph P. Lucia & Associates
New York
$37K 700 – –
UBS Group
24
UBS Group
Switzerland
$29K 560 +187 +50%
Citadel Advisors
25
Citadel Advisors
Florida
– – -64,373 Closed
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