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First Trust California Municipal High income ETF

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

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

7% more funds holding

Funds holding: 7580 (+5)

4% more capital invested

Capital invested by funds: $211M → $219M (+$8.02M)

1.68% less ownership

Funds ownership: 79.15%77.46% (-1.7%)

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.05%
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
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$611K +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 +$2.7M +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 +$476K +9,904 +18%
Mariner
10
Mariner
Kansas
$2.86M +$831K +17,309 +41%
SEP
11
Southland Equity Partners
Missouri
$2.6M +$656K +13,651 +34%
AFG
12
Atomi Financial Group
New York
$2.33M +$337K +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 +$426K +8,860 +28%
RPCA
16
Running Point Capital Advisors
California
$1.7M -$146K -3,037 -8%
MOS
17
MGO One Seven
Ohio
$1.67M +$989K +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 +$81.7K +1,701 +7%
BZWA
23
Blue Zone Wealth Advisors
California
$1.14M +$432K +8,999 +61%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.09M +$28.1K +584 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.08M -$614K -12,784 -36%

FCAL Hedge Fund Activity: Q2 2025 in Review

80 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust California Municipal High income ETF (FCAL) for Q2 2025, worth a combined $219M — up 3.8% from $211M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FCAL positions and 6 closed out — a net gain of 5 holders — while 31 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.38M. The largest seller was Royal Bank of Canada, cutting an estimated $2.59M.

  • 80 institutional investors held First Trust California Municipal High income ETF (FCAL) as of Q2 2025, up from 75 in Q1 2025.
  • Funds reported $219M of First Trust California Municipal High income ETF stock for Q2 2025, up 3.8% quarter-over-quarter.
  • 11 funds opened new First Trust California Municipal High income ETF positions in Q2 2025 and 6 closed out, a net change of +5 holders.
  • The largest First Trust California Municipal High income ETF buyer in Q2 2025 was LPL Financial, an estimated $3.38M added.
  • The largest First Trust California Municipal High income ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $2.59M sold.

Based on aggregated 13F filings for Q2 2025.