We are live on ! Find out more
FCAL icon

First Trust California Municipal High income ETF

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.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

8% more funds holding

Funds holding: 2527 (+2)

7% more capital invested

Capital invested by funds: $49.6M → $53.1M (+$3.55M)

1.63% more ownership

Funds ownership: 59.39%61.01% (+1.6%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.54%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$15.2M +$118K +2,227 +0.8%
Bank of America
2
Bank of America
North Carolina
$12.5M +$659K +12,465 +6%
LPL Financial
3
LPL Financial
California
$5.58M +$1.27M +24,060 +30%
TW
4
Towerpoint Wealth
California
$5.46M +$235K +4,445 +4%
KCM
5
Karp Capital Management
California
$2.46M -$178K -3,373 -7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.45M +$36K +680 +3%
Citadel Advisors
7
Citadel Advisors
Florida
$1.39M +$1.39M +26,292 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.19M +$919K +17,376 +337%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.13M -$679K -12,837 -37%
HighTower Advisors
10
HighTower Advisors
Illinois
$952K +$5.18K +98 +0.5%
LFAS
11
Level Four Advisory Services
Texas
$919K +$363K +6,860 +65%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$614K +$42.5K +803 +7%
KAS
13
Kestra Advisory Services
Texas
$608K +$610K +11,524 New
Morgan Stanley
14
Morgan Stanley
New York
$555K +$106K +1,995 +23%
WI
15
Wintrust Investments
Illinois
$536K +$61.4K +1,160 +13%
Stifel Financial
16
Stifel Financial
Missouri
$481K -$202K -3,823 -30%
Jane Street
17
Jane Street
New York
$463K -$120K -2,267 -21%
FAIM
18
Financial Advocates Investment Management
Washington
$442K +$50.2K +949 +13%
SWAG
19
Spectrum Wealth Advisory Group
California
$433K -$1.84M -34,706 -81%
MPW
20
Monterey Private Wealth
California
$291K +$292K +5,521 New
HAS
21
HBW Advisory Services
California
$216K
CF
22
Centaurus Financial
California
$111K +$159 +3 +0.1%
AIP
23
Ameritas Investment Partners
Nebraska
$54K +$53 +1 +0.1%
CFD
24
Creative Financial Designs
Indiana
$53K
UBS Group
25
UBS Group
Switzerland
$7K -$22.3K -421 -75%