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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

59 hedge funds and large institutions have $195M invested in First Trust California Municipal High income ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
24
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$37.7M
2
MMA
2
Miracle Mile Advisors
California
$90.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.79M
4
CW
4
Channel Wealth
California
$1.86M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$1M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Mariner
2
Mariner
Kansas
$2.12M
3
FA
3
Flagstar Advisors
New York
$239K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.23M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MMA
1
Miracle Mile Advisors
California
$90.1M 1,795,137 +77,896 +5%
LPL Financial
2
LPL Financial
California
$37.7M 751,918 +87,448 +13%
Morgan Stanley
3
Morgan Stanley
New York
$11.4M 226,397 +18,402 +9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.69M 113,339 +9,663 +9%
CBB
5
Citizens Business Bank
California
$4.76M 94,928 -2,917 -3%
WIM
6
Westside Investment Management
California
$4.55M 90,830 +900 +1%
SEP
7
Southland Equity Partners
Missouri
$3.6M 71,643 +299 +0.4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.33M 46,369 +3,543 +8%
Mariner
9
Mariner
Kansas
$2.12M 42,219 -19,411 -31%
CW
10
Channel Wealth
California
$1.86M 37,163 +21,361 +135%
UBS Group
11
UBS Group
Switzerland
$1.82M 36,324 +2,736 +8%
Citadel Advisors
12
Citadel Advisors
Florida
$1.79M 35,682 +35,682 New
RPCA
13
Running Point Capital Advisors
California
$1.57M 31,348 +255 +0.8%
IP
14
Ignite Planners
California
$1.57M 31,303 +332 +1%
MFG
15
Magnus Financial Group
New York
$1.52M 30,285 +1,206 +4%
Jane Street
16
Jane Street
New York
$1.41M 28,074 +5,447 +24%
IIA
17
Integral Investment Advisors
California
$1.32M 26,397 +3,100 +13%
NIWA
18
New Insight Wealth Advisors
California
$1.27M 25,375 +2,142 +9%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.23M 24,523 -12,210 -33%
CCG
20
Catalina Capital Group
California
$1.19M 23,774 -2,676 -10%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.06M 21,188 -267 -1%
MF
22
Manchester Financial
California
$1.06M 21,120 – –
T
23
Tidemark
California
$1.06M 21,031 -431 -2%
MA
24
Mutual Advisors
Nebraska
$1.02M 20,643 -7,912 -28%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1M 20,000 +20,000 New
1
2 3