FCAL icon

First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

36 hedge funds and large institutions have $64.4M invested in First Trust California Municipal High income ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$11.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.74M
3
KCM
3
Karp Capital Management
California
$4.72M
4
WI
4
Wintrust Investments
Illinois
$624K
5
CA
5
Cetera Advisors
Colorado
$493K

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.22M
2
CF
2
Centaurus Financial
California
$0
3
SEP
3
Southland Equity Partners
Missouri
$2.02M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$719K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$14.9M 272,341 +1,708 +0.6%
AF
2
Allworth Financial
California
$11.9M 217,282 +217,282 New
TW
3
Towerpoint Wealth
California
$6.01M 109,781 +404 +0.4%
KCM
4
Karp Capital Management
California
$4.72M 86,287 +12,813 +17%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.35M 61,145 +7,012 +13%
SEP
6
Southland Equity Partners
Missouri
$2.02M 36,824 -1,854 -5%
Citadel Advisors
7
Citadel Advisors
Florida
$1.74M 31,787 +14,821 +87%
Stifel Financial
8
Stifel Financial
Missouri
$1.69M 30,897 +1,037 +3%
HighTower Advisors
9
HighTower Advisors
Illinois
$1.65M 30,202 +2,229 +8%
MA
10
Mutual Advisors
Nebraska
$1.44M 26,389 +4,013 +18%
MF
11
Manchester Financial
California
$1.23M 22,445 – –
Jane Street
12
Jane Street
New York
$1.22M 22,326 -51,012 -70%
IWC
13
Integrated Wealth Concepts
Massachusetts
$1.21M 22,086 -872 -4%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.19M 21,690 -917 -4%
Morgan Stanley
15
Morgan Stanley
New York
$1.02M 18,717 +6,294 +51%
RPCA
16
Running Point Capital Advisors
California
$992K 18,115 +4,069 +29%
FAIM
17
Financial Advocates Investment Management
Washington
$886K 16,191 +4,776 +42%
MIAN
18
Mariner Independent Advisor Network
Kansas
$719K 13,152 -1,569 -11%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$711K 12,997 +194 +2%
IIA
20
Integral Investment Advisors
California
$675K 12,325 +12,325 New
KAS
21
Kestra Advisory Services
Texas
$636K 11,621 +793 +7%
WI
22
Wintrust Investments
Illinois
$624K 11,400 +11,400 New
SI
23
SimpliFi Inc
California
$549K 10,033 +5,587 +126%
JCA
24
January Capital Advisors
California
$544K 9,935 +9,935 New
OMC
25
Old Mission Capital
Illinois
$511K 9,332 +2,148 +30%
1
2