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First Trust California Municipal High income ETF

73 hedge funds and large institutions have $128M invested in First Trust California Municipal High income ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

9% less funds holding

Funds holding: 8073 (-7)

9.21% less ownership

Funds ownership: 77.46%68.26% (-9.2%)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

42% less capital invested

Capital invested by funds: $219M → $128M (-$91M)

Holders
73
Holders Change
-7
Holders Change %
-8.75%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
28
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$41.5M +$3.01M +62,651 +8%
Morgan Stanley
2
Morgan Stanley
New York
$10.2M -$64.7K -1,348 -0.6%
MMA
3
Miracle Mile Advisors
California
$7.47M -$87.3M -1,818,461 -92%
CBB
4
Citizens Business Bank
California
$6.07M -$57.5K -1,198 -1%
WIM
5
Westside Investment Management
California
$5.39M +$16.8K +350 +0.3%
GC
6
Guggenheim Capital
Illinois
$4.98M -$165K -3,431 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.66M -$56.9K -1,185 -2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.64M +$421K +8,766 +13%
SEP
9
Southland Equity Partners
Missouri
$2.64M -$9.32K -194 -0.4%
IP
10
Ignite Planners
California
$2.58M +$326K +6,785 +15%
Mariner
11
Mariner
Kansas
$2.32M -$583K -12,150 -20%
AFG
12
Atomi Financial Group
New York
$2.2M -$172K -3,587 -7%
MFG
13
Magnus Financial Group
New York
$2.1M +$110K +2,297 +6%
UBS Group
14
UBS Group
Switzerland
$1.95M -$219K -4,555 -10%
RPCA
15
Running Point Capital Advisors
California
$1.77M +$41.9K +872 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.62M +$535K +11,140 +50%
IIA
17
Integral Investment Advisors
California
$1.5M +$168K +3,507 +13%
MOS
18
MGO One Seven
Ohio
$1.46M -$240K -5,000 -14%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.3M +$181K +3,777 +17%
CW
20
Channel Wealth
California
$1.08M -$465K -9,692 -30%
MA
21
Mutual Advisors
Nebraska
$1.07M +$480 +10 +0%
EW
22
Entruity Wealth
California
$1.01M +$10.5K +218 +1%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$995K +$83.8K +1,745 +9%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$975K -$432K -9,000 -31%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$923K +$19.9K +415 +2%