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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

41 hedge funds and large institutions have $101M invested in First Trust California Municipal High income ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
24
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$26.3M
2
LPL Financial
2
LPL Financial
California
$20.3M
3
Jane Street
3
Jane Street
New York
$5.06M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.36M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.1M

Top Sellers

1
SCA
1
Snowden Capital Advisors
New York
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$294K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
AF
5
Allworth Financial
California
$760K
Name Market Value Shares Shares
Change 		Shares
Change %
MMA
1
Miracle Mile Advisors
California
$26.3M 556,078 +91,070 +20%
LPL Financial
2
LPL Financial
California
$20.3M 429,522 +79,677 +23%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$7.38M 156,256 +2,750 +2%
Morgan Stanley
4
Morgan Stanley
New York
$7.29M 154,278 +6,221 +4%
Jane Street
5
Jane Street
New York
$5.06M 107,038 +35,699 +50%
CBB
6
Citizens Business Bank
California
$4.23M 89,573 +2,175 +2%
WIM
7
Westside Investment Management
California
$3.99M 84,420 +5,320 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.36M 71,085 +12,524 +21%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.1M 44,356 +10,796 +32%
SEP
10
Southland Equity Partners
Missouri
$2M 42,350 +926 +2%
Mariner
11
Mariner
Kansas
$1.62M 34,310 -242 -0.7%
MFG
12
Magnus Financial Group
New York
$1.33M 28,128 +101 +0.4%
IWC
13
Integrated Wealth Concepts
Massachusetts
$1.2M 25,365 +3,167 +14%
MA
14
Mutual Advisors
Nebraska
$1.13M 23,840 -2,922 -11%
RPCA
15
Running Point Capital Advisors
California
$1.1M 23,239 – –
UBS Group
16
UBS Group
Switzerland
$1.03M 21,749 +148 +0.7%
MF
17
Manchester Financial
California
$998K 21,120 – –
HighTower Advisors
18
HighTower Advisors
Illinois
$947K 20,056 -930 -4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$830K 17,573 -3,608 -17%
FA
20
Flagstar Advisors
New York
$801K 16,962 +119 +0.7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$762K 16,130 -571 -3%
AF
22
Allworth Financial
California
$760K 16,087 -8,575 -35%
IIA
23
Integral Investment Advisors
California
$700K 14,825 +1,775 +14%
FAIM
24
Financial Advocates Investment Management
Washington
$697K 14,754 +345 +2%
PIA
25
Perennial Investment Advisors
California
$668K 14,149 +353 +3%
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