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First Trust California Municipal High income ETF

69 hedge funds and large institutions have $215M invested in First Trust California Municipal High income ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

236% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 11

17% more funds holding

Funds holding: 5969 (+10)

10% more capital invested

Capital invested by funds: $195M → $215M (+$19.3M)

2.13% more ownership

Funds ownership: 75.59%77.72% (+2.1%)

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
37
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
1
Miracle Mile Advisors
California
$94.3M +$5.69M +114,040 +6%
LPL Financial
2
LPL Financial
California
$37.5M +$427K +8,563 +1%
Morgan Stanley
3
Morgan Stanley
New York
$13.3M +$2.18M +43,828 +19%
CBB
4
Citizens Business Bank
California
$6.36M +$37.2K +746 +0.8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.28M +$690K +13,840 +12%
WIM
6
Westside Investment Management
California
$4.98M +$504K +10,100 +11%
GC
7
Guggenheim Capital
Illinois
$2.83M +$2.04M +40,880 +249%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.59M +$300K +6,019 +13%
Mariner
9
Mariner
Kansas
$2.33M +$246K +4,927 +12%
IP
10
Ignite Planners
California
$2.28M +$739K +14,833 +47%
SEP
11
Southland Equity Partners
Missouri
$2.14M -$1.41M -28,298 -39%
OMC
12
Old Mission Capital
Illinois
$2.07M +$2.09M +41,897 New
Jane Street
13
Jane Street
New York
$2.06M +$679K +13,611 +48%
UBS Group
14
UBS Group
Switzerland
$1.94M +$152K +3,043 +8%
FTUS
15
Flow Traders U.S.
New York
$1.93M +$1.94M +38,989 New
CW
16
Channel Wealth
California
$1.89M +$57.7K +1,157 +3%
RPCA
17
Running Point Capital Advisors
California
$1.81M +$262K +5,260 +17%
AFG
18
Atomi Financial Group
New York
$1.74M +$1.76M +35,264 New
MFG
19
Magnus Financial Group
New York
$1.54M +$49.9K +1,001 +3%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.38M +$399K +8,000 +40%
NIWA
21
New Insight Wealth Advisors
California
$1.34M +$86.1K +1,727 +7%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.29M +$77K +1,545 +6%
IIA
23
Integral Investment Advisors
California
$1.26M -$42.4K -850 -3%
CCG
24
Catalina Capital Group
California
$1.16M -$12.2K -244 -1%
EW
25
Entruity Wealth
California
$1.07M +$1.08M +21,587 New