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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

53 hedge funds and large institutions have $181M invested in First Trust California Municipal High income ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
33
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$85M
2
LPL Financial
2
LPL Financial
California
$32.9M
3
OMC
3
Old Mission Capital
Illinois
$1.64M
4
IP
4
Ignite Planners
California
$1.53M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.13M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$516K
3
Jane Street
3
Jane Street
New York
$1.12M
4
GS
4
GTS Securities
New York
$207K
5
CCG
5
Catalina Capital Group
California
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
MMA
1
Miracle Mile Advisors
California
$85M 1,717,241 +386,980 +29%
LPL Financial
2
LPL Financial
California
$32.9M 664,470 +82,860 +14%
Morgan Stanley
3
Morgan Stanley
New York
$10.3M 207,995 +15,840 +8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.13M 103,676 +23,450 +29%
CBB
5
Citizens Business Bank
California
$4.85M 97,845 +7,961 +9%
WIM
6
Westside Investment Management
California
$4.45M 89,930 +4,080 +5%
SEP
7
Southland Equity Partners
Missouri
$3.53M 71,344 +15,173 +27%
Mariner
8
Mariner
Kansas
$3.05M 61,630 +23,396 +61%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.12M 42,826 +6,350 +17%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.82M 36,733 +6,221 +20%
UBS Group
11
UBS Group
Switzerland
$1.66M 33,588 +1,709 +5%
OMC
12
Old Mission Capital
Illinois
$1.64M 33,183 +33,183 New
RPCA
13
Running Point Capital Advisors
California
$1.54M 31,093 +142 +0.5%
IP
14
Ignite Planners
California
$1.53M 30,971 +30,971 New
MFG
15
Magnus Financial Group
New York
$1.44M 29,079 +146 +0.5%
MA
16
Mutual Advisors
Nebraska
$1.42M 28,555 -995 -3%
CCG
17
Catalina Capital Group
California
$1.31M 26,450 -5,464 -17%
IIA
18
Integral Investment Advisors
California
$1.15M 23,297 +1,547 +7%
NIWA
19
New Insight Wealth Advisors
California
$1.15M 23,233 +3,610 +18%
Jane Street
20
Jane Street
New York
$1.12M 22,627 -32,837 -59%
T
21
Tidemark
California
$1.06M 21,462 -5,140 -19%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.06M 21,455 +49 +0.2%
MF
23
Manchester Financial
California
$1.05M 21,120 – –
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.04M 20,977 +862 +4%
FA
25
Flagstar Advisors
New York
$970K 19,589 +145 +0.7%
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