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First Trust California Municipal High income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$865K +$384K +7,713 +79%
HighTower Advisors
27
HighTower Advisors
Illinois
$709K -$265K -5,335 -27%
GTS Securities
28
GTS Securities
Florida
$617K +$258K +5,190 +72%
TWM
29
TriaGen Wealth Management
California
$610K -$3.88K -78 -0.6%
WSWA
30
Warren Street Wealth Advisors
California
$468K – – –
CW
31
Channel Wealth
California
$459K +$460K +9,246 New
TW
32
Towerpoint Wealth
California
$430K +$117K +2,353 +37%
TPWA
33
Twin Peaks Wealth Advisors
California
$401K -$267K -5,364 -40%
MGO One Seven
34
MGO One Seven
Ohio
$397K – – –
Independent Financial Group
35
Independent Financial Group
California
$390K -$10.7K -216 -3%
PIA
36
Perennial Investment Advisors
California
$312K -$32.1K -646 -9%
Harbour Investments
37
Harbour Investments
Wisconsin
$310K +$106K +2,121 +51%
EP Wealth Advisors
38
EP Wealth Advisors
California
$306K – – –
Atria Wealth Solutions
39
Atria Wealth Solutions
New York
$276K +$277K +5,560 New
Avantax Advisory Services
40
Avantax Advisory Services
Texas
$245K +$245K +4,930 New
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$238K +$29.2K +588 +14%
Allworth Financial
42
Allworth Financial
California
$233K -$491K -9,870 -68%
CWS
43
Cypress Wealth Services
California
$211K – – –
Kestra Advisory Services
44
Kestra Advisory Services
Texas
$207K +$207K +4,166 New
Private Advisor Group
45
Private Advisor Group
New Jersey
$205K +$1.49K +30 +0.7%
JBA
46
Johnson Bixby & Associates
Washington
$200K +$201K +4,033 New
Ameritas Investment Partners
47
Ameritas Investment Partners
Nebraska
$151K -$1.04K -21 -0.7%
Chilton Capital Management
48
Chilton Capital Management
Texas
$70.2K – – –
Global Retirement Partners
49
Global Retirement Partners
California
$42.9K -$1.59K -32 -4%
PTC
50
Private Trust Company
Ohio
$16.4K +$5.47K +110 +50%