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First Trust California Municipal High income ETF

51 hedge funds and large institutions have $161M invested in First Trust California Municipal High income ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 9 closing their positions.

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MMA
1
Miracle Mile Advisors
California
$66M 1,330,261 +312,542 +31%
LPL Financial
2
LPL Financial
California
$28.9M 581,610 +129,332 +29%
Morgan Stanley
3
Morgan Stanley
New York
$9.54M 192,155 -163,321 -46%
Goldman Sachs
4
Goldman Sachs
New York
$5.62M 113,143 +113,143 New
CBB
5
Citizens Business Bank
California
$4.46M 89,884 -24,365 -21%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$4.33M 87,208 +87,208 New
WIM
7
Westside Investment Management
California
$4.26M 85,850 -1,050 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.98M 80,226 +19,031 +31%
SEP
9
Southland Equity Partners
Missouri
$2.79M 56,171 +11,079 +25%
Jane Street
10
Jane Street
New York
$2.75M 55,464 +55,464 New
Mariner
11
Mariner
Kansas
$1.9M 38,234 +4,684 +14%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.81M 36,476 +9,314 +34%
CCG
13
Catalina Capital Group
California
$1.58M 31,914 -1,783 -5%
UBS Group
14
UBS Group
Switzerland
$1.58M 31,879 +529 +2%
RPCA
15
Running Point Capital Advisors
California
$1.54M 30,951
Osaic Holdings
16
Osaic Holdings
Arizona
$1.51M 30,512 -2,622 -8%
MA
17
Mutual Advisors
Nebraska
$1.47M 29,550 +620 +2%
MFG
18
Magnus Financial Group
New York
$1.44M 28,933 +805 +3%
T
19
Tidemark
California
$1.32M 26,602 +1,553 +6%
IIA
20
Integral Investment Advisors
California
$1.08M 21,750 +6,800 +45%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.06M 21,406 +551 +3%
MF
22
Manchester Financial
California
$1.05M 21,120
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$999K 20,115 +169 +0.8%
NIWA
24
New Insight Wealth Advisors
California
$974K 19,623 +7,528 +62%
FA
25
Flagstar Advisors
New York
$965K 19,444 +140 +0.7%