FCAL icon

First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

52 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 16 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
52
Holders Change
+11
Holders Change %
+26.83%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
19
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$50.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.7M
3
CCG
3
Catalina Capital Group
California
$1.68M
4
T
4
Tidemark
California
$1.25M
5
CBB
5
Citizens Business Bank
California
$5.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$223K
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.65M
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MMA
1
Miracle Mile Advisors
California
$50.8M 1,017,719 +461,641 +83%
LPL Financial
2
LPL Financial
California
$22.6M 452,278 +22,756 +5%
Morgan Stanley
3
Morgan Stanley
New York
$17.7M 355,476 +201,198 +130%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$7.91M 158,470 +2,214 +1%
CBB
5
Citizens Business Bank
California
$5.7M 114,249 +24,676 +28%
WIM
6
Westside Investment Management
California
$4.34M 86,900 +2,480 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.05M 61,195 -9,890 -14%
SEP
8
Southland Equity Partners
Missouri
$2.25M 45,092 +2,742 +6%
CCG
9
Catalina Capital Group
California
$1.68M 33,697 +33,697 New
Mariner
10
Mariner
Kansas
$1.67M 33,550 -760 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.65M 33,134 -11,222 -25%
UBS Group
12
UBS Group
Switzerland
$1.56M 31,350 +9,601 +44%
RPCA
13
Running Point Capital Advisors
California
$1.54M 30,951 +7,712 +33%
MA
14
Mutual Advisors
Nebraska
$1.44M 28,930 +5,090 +21%
MFG
15
Magnus Financial Group
New York
$1.4M 28,128 – –
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.36M 27,162 +13,306 +96%
T
17
Tidemark
California
$1.25M 25,049 +25,049 New
FTUS
18
Flow Traders U.S.
New York
$1.08M 21,552 +21,552 New
MF
19
Manchester Financial
California
$1.05M 21,120 – –
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.04M 20,855 +4,725 +29%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$995K 19,946 +2,373 +14%
HighTower Advisors
22
HighTower Advisors
Illinois
$978K 19,605 -451 -2%
FA
23
Flagstar Advisors
New York
$963K 19,304 +2,342 +14%
IIA
24
Integral Investment Advisors
California
$746K 14,950 +125 +0.8%
AF
25
Allworth Financial
California
$727K 14,564 -1,523 -9%
1
2 3