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First Trust California Municipal High income ETF

78 hedge funds and large institutions have $138M invested in First Trust California Municipal High income ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

8% more capital invested

Capital invested by funds: $128M → $138M (+$10.2M)

7% more funds holding

Funds holding: 7378 (+5)

4.91% more ownership

Funds ownership: 68.26%73.17% (+4.9%)

Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
35
Reduced
26
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$43M +$1.1M +22,277 +3%
Morgan Stanley
2
Morgan Stanley
New York
$10.8M +$437K +8,879 +4%
MMA
3
Miracle Mile Advisors
California
$7.37M -$184K -3,734 -2%
NA
4
NewEdge Advisors
Louisiana
$5.95M +$15.1M +306,942 +4,304%
WIM
5
Westside Investment Management
California
$5.26M -$189K -3,830 -3%
GC
6
Guggenheim Capital
Illinois
$4.85M -$186K -3,782 -4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.92M +$241K +4,888 +7%
Jane Street
8
Jane Street
New York
$3.57M +$2.76M +56,058 +341%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.45M -$257K -5,215 -7%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$3.3M +$2.31M +46,971 +235%
IP
11
Ignite Planners
California
$2.99M +$367K +7,461 +14%
Mariner
12
Mariner
Kansas
$2.5M +$153K +3,101 +7%
MFG
13
Magnus Financial Group
New York
$2.17M +$51.5K +1,045 +2%
SEP
14
Southland Equity Partners
Missouri
$2.14M -$522K -10,598 -20%
UBS Group
15
UBS Group
Switzerland
$2.13M +$165K +3,344 +8%
AFG
16
Atomi Financial Group
New York
$2.07M -$153K -3,112 -7%
RPCA
17
Running Point Capital Advisors
California
$1.96M +$168K +3,406 +9%
CW
18
Channel Wealth
California
$1.7M +$610K +12,393 +56%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.61M -$43.7K -887 -3%
IIA
20
Integral Investment Advisors
California
$1.6M +$91.1K +1,850 +6%
MOS
21
MGO One Seven
Ohio
$1.42M -$49.2K -1,000 -3%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.32M +$9.11K +185 +0.7%
EW
23
Entruity Wealth
California
$1.04M +$18K +366 +2%
MA
24
Mutual Advisors
Nebraska
$993K -$75.6K -1,536 -7%
GSWM
25
Golden State Wealth Management
California
$964K +$117K +2,373 +14%