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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

27 hedge funds and large institutions have $53.1M invested in First Trust California Municipal High income ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
14
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.39M
2
LPL Financial
2
LPL Financial
California
$5.58M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.19M
4
Bank of America
4
Bank of America
North Carolina
$12.5M
5
KAS
5
Kestra Advisory Services
Texas
$608K

Top Sellers

1
SWAG
1
Spectrum Wealth Advisory Group
California
$433K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.13M
3
Stifel Financial
3
Stifel Financial
Missouri
$481K
4
KCM
4
Karp Capital Management
California
$2.46M
5
Jane Street
5
Jane Street
New York
$463K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$15.2M 288,216 +2,227 +0.8%
Bank of America
2
Bank of America
North Carolina
$12.5M 237,218 +12,465 +6%
LPL Financial
3
LPL Financial
California
$5.58M 105,611 +24,060 +30%
TW
4
Towerpoint Wealth
California
$5.47M 103,520 +4,445 +4%
KCM
5
Karp Capital Management
California
$2.46M 46,625 -3,373 -7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.45M 27,528 +680 +3%
Citadel Advisors
7
Citadel Advisors
Florida
$1.39M 26,292 +26,292 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.19M 22,536 +17,376 +337%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.13M 21,433 -12,837 -37%
HighTower Advisors
10
HighTower Advisors
Illinois
$952K 18,045 +98 +0.5%
LFAS
11
Level Four Advisory Services
Texas
$919K 17,398 +6,860 +65%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$614K 11,628 +803 +7%
KAS
13
Kestra Advisory Services
Texas
$608K 11,524 +11,524 New
Morgan Stanley
14
Morgan Stanley
New York
$555K 10,521 +1,995 +23%
WI
15
Wintrust Investments
Illinois
$536K 10,160 +1,160 +13%
Stifel Financial
16
Stifel Financial
Missouri
$481K 9,113 -3,823 -30%
Jane Street
17
Jane Street
New York
$463K 8,769 -2,267 -21%
FAIM
18
Financial Advocates Investment Management
Washington
$442K 8,364 +949 +13%
SWAG
19
Spectrum Wealth Advisory Group
California
$433K 8,206 -34,706 -81%
MPW
20
Monterey Private Wealth
California
$291K 5,521 +5,521 New
HAS
21
HBW Advisory Services
California
$216K 4,100 – –
CF
22
Centaurus Financial
California
$111K 2,103 +3 +0.1%
AIP
23
Ameritas Investment Partners
Nebraska
$54K 1,031 +1 +0.1%
CFD
24
Creative Financial Designs
Indiana
$53K 1,000 – –
UBS Group
25
UBS Group
Switzerland
$7K 139 -421 -75%
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