FCAL icon

First Trust California Municipal High income ETF
FCAL

Overview Fund Activity

80 hedge funds and large institutions have $219M invested in First Trust California Municipal High income ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
31
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$37.8M
2
Jane Street
2
Jane Street
New York
$4.27M
3
OMC
3
Old Mission Capital
Illinois
$1.6M
4
EC
4
Elequin Capital
New York
$1.58M
5
GC
5
Guggenheim Capital
Illinois
$5.06M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.66M
2
GS
2
GTS Securities
New York
$0
3
MMA
3
Miracle Mile Advisors
California
$94.6M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$758K
5
NIWA
5
New Insight Wealth Advisors
California
$727K
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
1
Miracle Mile Advisors
California
$94.6M -$1.32M -27,430 -1%
LPL Financial
2
LPL Financial
California
$37.8M +$3.38M +70,421 +10%
Morgan Stanley
3
Morgan Stanley
New York
$10.1M +$610K +12,721 +6%
CBB
4
Citizens Business Bank
California
$6.03M +$127K +2,643 +2%
WIM
5
Westside Investment Management
California
$5.28M +$339K +7,060 +7%
GC
6
Guggenheim Capital
Illinois
$5.06M +$1.01M +20,964 +25%
Jane Street
7
Jane Street
New York
$4.27M +$2.69M +56,132 +171%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.66M -$2.59M -53,909 -41%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$3.16M +$475K +9,904 +18%
Mariner
10
Mariner
Kansas
$2.86M +$830K +17,309 +41%
SEP
11
Southland Equity Partners
Missouri
$2.6M +$655K +13,651 +34%
AFG
12
Atomi Financial Group
New York
$2.33M +$336K +7,006 +17%
IP
13
Ignite Planners
California
$2.19M – – –
UBS Group
14
UBS Group
Switzerland
$2.13M +$131K +2,731 +7%
MFG
15
Magnus Financial Group
New York
$1.95M +$425K +8,860 +28%
RPCA
16
Running Point Capital Advisors
California
$1.7M -$146K -3,037 -8%
MOS
17
MGO One Seven
Ohio
$1.67M +$988K +20,595 +144%
OMC
18
Old Mission Capital
Illinois
$1.6M +$1.6M +33,265 New
EC
19
Elequin Capital
New York
$1.58M +$1.58M +32,962 New
CW
20
Channel Wealth
California
$1.53M +$101K +2,111 +7%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.39M – – –
IIA
22
Integral Investment Advisors
California
$1.3M +$81.6K +1,701 +7%
BZWA
23
Blue Zone Wealth Advisors
California
$1.14M +$432K +8,999 +61%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.09M +$28K +584 +3%
MA
25
Mutual Advisors
Nebraska
$1.03M -$64.2K -1,353 -6%
1
2 3 4