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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

44 hedge funds and large institutions have $96M invested in First Trust California Municipal High income ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 0 closing their positions.

Holders
44
Holders Change
+8
Holders Change %
+22.22%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
24
Reduced
9
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$22.8M
2
LPL Financial
2
LPL Financial
California
$17.1M
3
Jane Street
3
Jane Street
New York
$3.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.25M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.04M

Top Sellers

1
AF
1
Allworth Financial
California
$1.21M
2
FAIM
2
Financial Advocates Investment Management
Washington
$706K
3
MA
3
Mutual Advisors
Nebraska
$1.31M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$1.09M
5
WSWA
5
Warren Street Wealth Advisors
California
$507K
Name Market Value Shares Shares
Change 		Shares
Change %
MMA
1
Miracle Mile Advisors
California
$22.8M 465,008 +323,107 +228%
LPL Financial
2
LPL Financial
California
$17.1M 349,845 +102,041 +41%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$7.52M 153,506 +1,527 +1%
Morgan Stanley
4
Morgan Stanley
New York
$7.25M 148,057 +42,627 +40%
CBB
5
Citizens Business Bank
California
$4.28M 87,398 -250 -0.3%
WIM
6
Westside Investment Management
California
$3.87M 79,100 +1,000 +1%
Jane Street
7
Jane Street
New York
$3.49M 71,339 +48,965 +219%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.87M 58,561 +4,482 +8%
SEP
9
Southland Equity Partners
Missouri
$2.03M 41,424 +5,873 +17%
Mariner
10
Mariner
Kansas
$1.69M 34,552 +20,521 +146%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.64M 33,560 +585 +2%
MFG
12
Magnus Financial Group
New York
$1.37M 28,027 -72 -0.3%
MA
13
Mutual Advisors
Nebraska
$1.31M 26,762 -646 -2%
AF
14
Allworth Financial
California
$1.21M 24,662 -18,658 -43%
RPCA
15
Running Point Capital Advisors
California
$1.14M 23,239 +144 +0.6%
IWC
16
Integrated Wealth Concepts
Massachusetts
$1.09M 22,198 -508 -2%
UBS Group
17
UBS Group
Switzerland
$1.06M 21,601 +14,260 +194%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.04M 21,181 +21,181 New
MF
19
Manchester Financial
California
$1.03M 21,120 – –
HighTower Advisors
20
HighTower Advisors
Illinois
$1.03M 20,986 +2,374 +13%
FA
21
Flagstar Advisors
New York
$825K 16,843 +16,843 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$818K 16,701 +1,214 +8%
MML Investors Services
23
MML Investors Services
Massachusetts
$805K 16,439 +2,262 +16%
SCA
24
Snowden Capital Advisors
New York
$740K 15,102 +9 +0.1%
FTUS
25
Flow Traders U.S.
New York
$718K 14,664 +183 +1%
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