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First Trust California Municipal High income ETF

53 hedge funds and large institutions have $143M invested in First Trust California Municipal High income ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

41% more capital invested

Capital invested by funds: $101M → $143M (+$41.7M)

29% more funds holding

Funds holding: 4153 (+12)

12.71% more ownership

Funds ownership: 69.13%81.85% (+13%)

Holders
53
Holders Change
+12
Holders Change %
+29.27%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
19
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
1
Miracle Mile Advisors
California
$50.8M +$22.2M +461,641 +83%
LPL Financial
2
LPL Financial
California
$22.6M +$1.09M +22,756 +5%
Morgan Stanley
3
Morgan Stanley
New York
$17.7M +$9.68M +201,198 +130%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$7.91M +$106K +2,214 +1%
CBB
5
Citizens Business Bank
California
$5.7M +$1.19M +24,676 +28%
WIM
6
Westside Investment Management
California
$4.34M +$119K +2,480 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.05M -$476K -9,890 -14%
SEP
8
Southland Equity Partners
Missouri
$2.25M +$132K +2,742 +6%
CCG
9
Catalina Capital Group
California
$1.68M +$1.62M +33,697 New
Mariner
10
Mariner
Kansas
$1.67M -$36.6K -760 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.65M -$540K -11,222 -25%
UBS Group
12
UBS Group
Switzerland
$1.56M +$462K +9,601 +44%
RPCA
13
Running Point Capital Advisors
California
$1.54M +$371K +7,712 +33%
MA
14
Mutual Advisors
Nebraska
$1.44M +$245K +5,090 +21%
MFG
15
Magnus Financial Group
New York
$1.4M
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.36M +$640K +13,306 +96%
T
17
Tidemark
California
$1.25M +$1.2M +25,049 New
FTUS
18
Flow Traders U.S.
New York
$1.08M +$1.04M +21,552 New
MF
19
Manchester Financial
California
$1.05M
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.04M +$227K +4,725 +29%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$995K +$114K +2,373 +14%
HighTower Advisors
22
HighTower Advisors
Illinois
$978K -$21.7K -451 -2%
FA
23
Flagstar Advisors
New York
$963K +$113K +2,342 +14%
IIA
24
Integral Investment Advisors
California
$746K +$6.01K +125 +0.8%
AF
25
Allworth Financial
California
$727K -$73.3K -1,523 -9%