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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

31 hedge funds and large institutions have $60.5M invested in First Trust California Municipal High income ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$7.42M
2
SEP
2
Southland Equity Partners
Missouri
$1.69M
3
Jane Street
3
Jane Street
New York
$2.16M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.52M
5
KCM
5
Karp Capital Management
California
$3.11M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$12.1M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$999K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$15.5M 285,800 -2,416 -0.8%
Bank of America
2
Bank of America
North Carolina
$12.1M 223,097 -14,121 -6%
LPL Financial
3
LPL Financial
California
$7.42M 137,177 +31,566 +30%
TW
4
Towerpoint Wealth
California
$5.78M 106,785 +3,265 +3%
KCM
5
Karp Capital Management
California
$3.11M 57,431 +10,806 +23%
Jane Street
6
Jane Street
New York
$2.16M 39,862 +31,093 +355%
SEP
7
Southland Equity Partners
Missouri
$1.69M 31,305 +31,305 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.59M 29,353 +1,825 +7%
Morgan Stanley
9
Morgan Stanley
New York
$1.52M 28,135 +17,614 +167%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.25M 23,109 +5,064 +28%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.17M 21,570 +137 +0.6%
LFAS
12
Level Four Advisory Services
Texas
$1.03M 19,093 +1,695 +10%
Citadel Advisors
13
Citadel Advisors
Florida
$999K 18,428 -7,864 -30%
KAS
14
Kestra Advisory Services
Texas
$618K 11,419 -105 -0.9%
WI
15
Wintrust Investments
Illinois
$617K 11,400 +1,240 +12%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$611K 11,296 -332 -3%
MIAN
17
Mariner Independent Advisor Network
Kansas
$581K 10,731 +10,731 New
FAIM
18
Financial Advocates Investment Management
Washington
$504K 9,319 +955 +11%
Stifel Financial
19
Stifel Financial
Missouri
$446K 8,244 -869 -10%
MPW
20
Monterey Private Wealth
California
$299K 5,521 – –
RPCA
21
Running Point Capital Advisors
California
$290K 5,365 +5,365 New
AWA
22
Aaron Wealth Advisors
Illinois
$266K 4,935 +4,935 New
MA
23
Mutual Advisors
Nebraska
$227K 4,192 +4,192 New
HAS
24
HBW Advisory Services
California
$222K 4,100 – –
AWG
25
Altus Wealth Group
Colorado
$219K 4,042 +4,042 New
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