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First Trust California Municipal High income ETF

77 hedge funds and large institutions have $138M invested in First Trust California Municipal High income ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

0% less capital invested

Capital invested by funds: $138M → $138M (-$1.58K)

1% less funds holding

Funds holding: 7877 (-1)

6.56% less ownership

Funds ownership: 73.17%66.61% (-6.6%)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$46.1M +$3.44M +69,454 +8%
Morgan Stanley
2
Morgan Stanley
New York
$11.2M +$522K +10,532 +5%
MMA
3
Miracle Mile Advisors
California
$7.01M -$298K -6,024 -4%
CBB
4
Citizens Business Bank
California
$5.81M +$5.89M +118,812 New
WIM
5
Westside Investment Management
California
$5.18M -$36.2K -730 -0.7%
GC
6
Guggenheim Capital
Illinois
$4.74M -$61.9K -1,249 -1%
Mariner
7
Mariner
Kansas
$4.46M +$2.02M +40,720 +80%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.22M +$335K +6,763 +9%
IP
9
Ignite Planners
California
$2.93M -$25.2K -508 -0.8%
MFG
10
Magnus Financial Group
New York
$2.16M +$7.33K +148 +0.3%
AFG
11
Atomi Financial Group
New York
$2.14M +$85.5K +1,726 +4%
UBS Group
12
UBS Group
Switzerland
$2.09M -$29.9K -603 -1%
CW
13
Channel Wealth
California
$2.01M +$326K +6,575 +19%
Cerity Partners
14
Cerity Partners
New York
$1.77M +$1.8M +36,279 New
SEP
15
Southland Equity Partners
Missouri
$1.75M -$375K -7,576 -17%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.73M +$1.75M +35,388 New
IIA
17
Integral Investment Advisors
California
$1.6M +$12.4K +250 +0.8%
Jane Street
18
Jane Street
New York
$1.48M -$2.1M -42,310 -58%
NG
19
Navigation Group
California
$1.44M +$1.46M +29,536 New
MOS
20
MGO One Seven
Ohio
$1.4M -$8.92K -180 -0.6%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.4M -$205K -4,132 -13%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.37M +$67.9K +1,370 +5%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$1.22M +$340K +6,854 +38%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.18M -$2.12M -42,886 -64%
NIWA
25
New Insight Wealth Advisors
California
$1.04M +$149K +3,010 +17%