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First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

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.

Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
0.92%
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
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$94.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.3M
3
OMC
3
Old Mission Capital
Illinois
$2.07M
4
GC
4
Guggenheim Capital
Illinois
$2.83M
5
FTUS
5
Flow Traders U.S.
New York
$1.93M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
SEP
2
Southland Equity Partners
Missouri
$2.14M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$292K
4
T
4
Tidemark
California
$781K
5
AWS
5
Atria Wealth Solutions
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MMA
1
Miracle Mile Advisors
California
$94.3M 1,909,177 +114,040 +6%
LPL Financial
2
LPL Financial
California
$37.5M 760,481 +8,563 +1%
Morgan Stanley
3
Morgan Stanley
New York
$13.3M 270,225 +43,828 +19%
CBB
4
Citizens Business Bank
California
$6.36M 95,674 +746 +0.8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.28M 127,179 +13,840 +12%
WIM
6
Westside Investment Management
California
$4.98M 100,930 +10,100 +11%
GC
7
Guggenheim Capital
Illinois
$2.83M 57,315 +40,880 +249%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.59M 52,388 +6,019 +13%
Mariner
9
Mariner
Kansas
$2.33M 47,146 +4,927 +12%
IP
10
Ignite Planners
California
$2.28M 46,136 +14,833 +47%
SEP
11
Southland Equity Partners
Missouri
$2.14M 43,345 -28,298 -39%
OMC
12
Old Mission Capital
Illinois
$2.07M 41,897 +41,897 New
Jane Street
13
Jane Street
New York
$2.06M 41,685 +13,611 +48%
UBS Group
14
UBS Group
Switzerland
$1.94M 39,367 +3,043 +8%
FTUS
15
Flow Traders U.S.
New York
$1.93M 38,989 +38,989 New
CW
16
Channel Wealth
California
$1.89M 38,320 +1,157 +3%
RPCA
17
Running Point Capital Advisors
California
$1.81M 36,608 +5,260 +17%
AFG
18
Atomi Financial Group
New York
$1.74M 35,264 +35,264 New
MFG
19
Magnus Financial Group
New York
$1.54M 31,286 +1,001 +3%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.38M 28,000 +8,000 +40%
NIWA
21
New Insight Wealth Advisors
California
$1.34M 27,102 +1,727 +7%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.29M 26,068 +1,545 +6%
IIA
23
Integral Investment Advisors
California
$1.26M 25,547 -850 -3%
CCG
24
Catalina Capital Group
California
$1.16M 23,530 -244 -1%
EW
25
Entruity Wealth
California
$1.07M 21,587 +21,587 New
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