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First Trust California Municipal High income ETF

36 hedge funds and large institutions have $73.1M invested in First Trust California Municipal High income ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

14% more capital invested

Capital invested by funds: $64.4M → $73.1M (+$8.73M)

6.35% more ownership

Funds ownership: 53.49%59.85% (+6.4%)

0% more funds holding

Funds holding: 3636 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12.5M -$1.43M -27,131 -10%
AF
2
Allworth Financial
California
$11M -$39.9K -755 -0.3%
MMA
3
Miracle Mile Advisors
California
$10.5M +$10.8M +205,155 New
TW
4
Towerpoint Wealth
California
$5.58M -$18.5K -350 -0.3%
Jane Street
5
Jane Street
New York
$4.05M +$3.03M +57,230 +256%
KCM
6
Karp Capital Management
California
$3.42M -$1.01M -19,178 -22%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.11M -$1.04M -19,743 -32%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.84M +$1.91M +36,158 New
RPCA
9
Running Point Capital Advisors
California
$1.73M +$841K +15,906 +88%
SEP
10
Southland Equity Partners
Missouri
$1.66M -$219K -4,147 -11%
Citadel Advisors
11
Citadel Advisors
Florida
$1.66M +$37.3K +705 +2%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.52M -$19.4K -367 -1%
Stifel Financial
13
Stifel Financial
Missouri
$1.47M -$110K -2,080 -7%
MA
14
Mutual Advisors
Nebraska
$1.36M +$15.9K +301 +1%
Morgan Stanley
15
Morgan Stanley
New York
$1.23M +$286K +5,401 +29%
IWC
16
Integrated Wealth Concepts
Massachusetts
$1.22M +$103K +1,941 +9%
MF
17
Manchester Financial
California
$1.14M -$846 -16 -0.1%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.02M -$86.6K -1,638 -8%
MIAN
19
Mariner Independent Advisor Network
Kansas
$847K +$184K +3,477 +26%
FAIM
20
Financial Advocates Investment Management
Washington
$817K -$8.36K -158 -1%
IIA
21
Integral Investment Advisors
California
$799K +$177K +3,350 +27%
SCA
22
Snowden Capital Advisors
New York
$789K +$820K +15,498 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$663K +$740 +14 +0.1%
SI
24
SimpliFi Inc
California
$633K +$126K +2,389 +24%
KAS
25
Kestra Advisory Services
Texas
$616K +$24.3K +460 +4%