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First Trust California Municipal High income ETF

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.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

5% more capital invested

Capital invested by funds: $96M → $101M (+$5.28M)

2.73% more ownership

Funds ownership: 66.4%69.13% (+2.7%)

7% less funds holding

Funds holding: 4441 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

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
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
1
Miracle Mile Advisors
California
$26.3M +$4.42M +91,070 +20%
LPL Financial
2
LPL Financial
California
$20.3M +$3.86M +79,677 +23%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$7.38M +$133K +2,750 +2%
Morgan Stanley
4
Morgan Stanley
New York
$7.29M +$302K +6,221 +4%
Jane Street
5
Jane Street
New York
$5.06M +$1.73M +35,699 +50%
CBB
6
Citizens Business Bank
California
$4.23M +$106K +2,175 +2%
WIM
7
Westside Investment Management
California
$3.99M +$258K +5,320 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.36M +$608K +12,524 +21%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.1M +$524K +10,796 +32%
SEP
10
Southland Equity Partners
Missouri
$2M +$44.9K +926 +2%
Mariner
11
Mariner
Kansas
$1.62M -$11.7K -242 -0.7%
MFG
12
Magnus Financial Group
New York
$1.33M +$4.9K +101 +0.4%
IWC
13
Integrated Wealth Concepts
Massachusetts
$1.2M +$154K +3,167 +14%
MA
14
Mutual Advisors
Nebraska
$1.13M -$142K -2,922 -11%
RPCA
15
Running Point Capital Advisors
California
$1.1M
UBS Group
16
UBS Group
Switzerland
$1.03M +$7.18K +148 +0.7%
MF
17
Manchester Financial
California
$998K
HighTower Advisors
18
HighTower Advisors
Illinois
$947K -$45.1K -930 -4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$830K -$175K -3,608 -17%
FA
20
Flagstar Advisors
New York
$801K +$5.77K +119 +0.7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$762K -$27.7K -571 -3%
AF
22
Allworth Financial
California
$760K -$416K -8,575 -35%
IIA
23
Integral Investment Advisors
California
$700K +$86.1K +1,775 +14%
FAIM
24
Financial Advocates Investment Management
Washington
$697K +$16.7K +345 +2%
PIA
25
Perennial Investment Advisors
California
$668K +$17.1K +353 +3%