Go Pro
→ Your book is inside (From Profits Run) (Ad)tc pixel Free FCAL Stock Alerts

First Trust California Municipal High Income ETF (FCAL) Institutional Ownership

First Trust California Municipal High Income ETF logo
$48.62 -0.04 (-0.08%)
As of 07/31/2026 03:01 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for First Trust California Municipal High Income ETF (NASDAQ:FCAL)

Current
Institutional Ownership
Percentage
54.39%
Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$45.17M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$128.94M
Get FCAL Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust California Municipal High Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FCAL Institutional Buying and Selling by Quarter

First Trust California Municipal High Income ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Hennion & Walsh Asset Management Inc.33,563$1.67M0.0%+34.3%0.746%
7/7/2026 Integral Investment Advisors Inc.37,730$1.87M0.4%+15.2%0.838%
6/3/2026NewEdge Advisors LLC7,222$353K0.0%-97.7%0.170%
5/19/2026NewEdge Advisors LLC7,222$353K0.0%-97.7%0.170%
5/18/2026Royal Bank of Canada13,998$684K0.0%-80.0%0.329%
5/14/2026Compound Planning Inc.43,679$2.14M0.1%+4.1%1.028%
5/14/2026 CLG LLC10,286$503K0.1%+15.5%0.242%
5/13/2026Cetera Investment Advisers86,321$4.22M0.0%+8.5%2.031%
5/5/2026 D.A. Davidson & CO.9,299$455K0.0%+19.4%0.219%
5/5/2026 Navigation Group LLC29,536$1.44M0.3%N/A0.695%
5/2/2026Citizens Business Bank118,812$5.81M1.0%N/A2.796%
5/1/2026Fifth Third Bancorp954$47K0.0%N/A0.022%
4/28/2026 Integral Investment Advisors Inc.32,755$1.60M0.4%+0.8%0.771%
4/16/2026 Warren Street Wealth Advisors LLC13,481$659K0.2%+16.2%0.317%
4/15/2026 WESPAC Advisors SoCal LLC14,801$724K0.2%-19.8%0.348%
3/17/2026Rockefeller Capital Management L.P.66,971$3.30M0.0%+234.9%1.614%
2/19/2026Compound Planning Inc.41,953$2.07M0.1%-6.9%1.011%
2/18/2026Ameriflex Group Inc.1,827$90K0.0%-40.8%0.044%
2/18/2026NewEdge Advisors LLC314,073$15.49M0.1%+4,304.3%7.568%
2/17/2026Guggenheim Capital LLC98,264$4.85M0.0%-3.7%2.368%
2/17/2026Cetera Investment Advisers79,558$3.92M0.0%+6.5%1.917%
2/17/2026Equitable Holdings Inc.6,193$305K0.0%-5.4%0.149%
2/17/2026Osaic Holdings Inc.32,671$1.61M0.0%-2.6%0.787%
2/17/2026Running Point Capital Advisors LLC39,693$1.96M0.5%+9.4%0.956%
2/17/2026Royal Bank of Canada69,909$3.45M0.0%-6.9%1.685%
2/16/2026Mariner LLC50,604$2.50M0.0%+6.5%1.219%
2/16/2026 FF Advisors LLC6,711$331K0.1%N/A0.162%
2/16/2026Integrity Financial Corp WA4,742$234K0.1%-6.2%0.114%
2/16/2026Arax Advisory Partners1,200$59K0.0%N/A0.029%
2/13/2026 Kestra Advisory Services LLC1,423$70K0.0%N/A0.034%
2/12/2026Rossby Financial LCC2,971$146K0.0%N/A0.072%
2/12/2026Jane Street Group LLC72,491$3.57M0.0%+341.1%1.747%
2/12/2026 Commonwealth Equity Services LLC19,146$944K0.0%+1.2%0.461%
2/11/2026LPL Financial LLC872,810$43.04M0.0%+2.6%21.032%
2/10/2026WCG Wealth Advisors LLC10,766$531K0.0%N/A0.259%
2/9/2026Harbour Investments Inc.902$44K0.0%-38.9%0.022%
2/6/2026 Ignite Planners LLC60,382$2.99M0.5%+14.1%1.455%
2/6/2026 Integral Investment Advisors Inc.32,505$1.60M0.4%+6.0%0.783%
2/6/2026 Envestnet Portfolio Solutions Inc.14,935$736K0.0%-26.8%0.360%
2/5/2026Allworth Financial LP3,020$149K0.0%+118.8%0.073%
They’re still buying the wrong AI stocks (Ad)

Tesla and Alphabet just tumbled, and many investors concluded AI is over. It isn't - the easy AI trade may be. History shows a similar pattern: Cisco collapsed in 2000, but the internet went on to reshape the world. The lesson applies now as markets question massive AI infrastructure spending. The real opportunity may be Phase 2 AI stocks - companies using AI to dominate cybersecurity, logistics, pharma, and other essential industries.tc pixel

Click here to learn how to position for Phase 2 AI stocks
2/3/2026Channel Wealth LLC34,509$1.70M0.4%+56.0%0.832%
2/3/2026 Koshinski Asset Management Inc.10,000$493K0.0%-10.4%0.241%
2/3/2026Entruity Wealth LLC21,101$1.04M0.7%+1.8%0.508%
2/3/2026 Climber Capital SA14,635$721K0.4%N/A0.353%
2/3/2026MGO One Seven LLC28,875$1.42M0.0%-3.3%0.696%
2/3/2026 Foronjy Financial LLC10,094$498K0.2%-39.2%0.243%
2/2/2026 Composition Wealth LLC149,500$7.37M0.1%-2.4%3.602%
2/2/2026Mutual Advisors LLC20,130$993K0.0%-7.1%0.485%
1/29/2026UBS Group AG43,252$2.13M0.0%+8.4%1.042%
1/29/2026 Warren Street Wealth Advisors LLC11,604$572K0.2%+28.0%0.280%
1/28/2026 Kingswood Wealth Advisors LLC5,539$273K0.0%+6.7%0.133%
1/27/2026 TriaGen Wealth Management LLC5,523$272K0.1%-3.7%0.133%
1/23/2026 Farther Finance Advisors LLC11,000$542K0.0%+37.5%0.272%
1/21/2026 Guild Investment Management Inc.11,000$542K0.4%+37.5%0.272%
1/21/2026 Blue Zone Wealth Advisors LLC11,000$542K0.1%-21.4%0.272%
1/20/2026 ASL Financial LLC7,410$365K0.3%N/A0.183%
1/16/2026Catalina Capital Group LLC16,417$809K0.5%-5.2%0.405%
1/15/2026 CLG LLC8,908$439K0.1%+25.0%0.220%
1/14/2026 Hennion & Walsh Asset Management Inc.18,128$894K0.0%+150.9%0.448%
1/14/2026 Southland Equity Partners LLC43,439$2.14M0.4%-19.6%1.073%
1/13/2026 Flagstar Advisors Inc.4,454$220K0.1%-20.2%0.107%
1/12/2026 SeaCrest Wealth Management LLC7,746$383K0.0%+30.9%0.187%
1/8/2026 Wealth Enhancement Advisory Services LLC6,044$298K0.0%+6.9%0.147%
1/7/2026 Magnus Financial Group LLC44,094$2.17M0.2%+2.4%1.075%
1/7/2026 WESPAC Advisors SoCal LLC18,460$910K0.2%+20.8%0.450%
11/17/2025NewEdge Advisors LLC7,131$348K0.0%-26.8%0.185%
11/17/2025Susquehanna International Group LLP7,935$387K0.0%-33.8%0.206%
11/17/2025Mariner LLC47,503$2.32M0.0%-20.4%1.234%
11/17/2025Flow Traders U.S. LLC12,152$593K0.0%+49.7%0.316%
11/14/2025Raymond James Financial Inc.11,122$542K0.0%-6.3%0.289%
11/14/2025Equitable Holdings Inc.6,548$319K0.0%-30.5%0.170%
11/14/2025Comerica Bank984$48K0.0%N/A0.026%
11/13/2025 SeaCrest Wealth Management LLC5,917$290K0.0%N/A0.154%
11/13/2025UBS Group AG39,908$1.95M0.0%-10.2%1.037%
11/13/2025Ameriflex Group Inc.3,086$151K0.1%+100.0%0.080%
11/12/2025Perennial Investment Advisors LLC7,484$365K0.0%-16.2%0.194%
11/12/2025Citizens Business Bank124,520$6.07M1.0%-1.0%3.234%
11/10/2025Compound Planning Inc.45,065$2.20M0.1%-7.4%1.171%
11/10/2025Ameritas Investment Partners Inc.857$42K0.0%-70.6%0.022%
11/10/2025 Koshinski Asset Management Inc.11,165$545K0.0%N/A0.290%
11/7/2025HighTower Advisors LLC26,567$1.30M0.0%+16.6%0.690%
11/7/2025Entruity Wealth LLC20,735$1.01M0.8%+1.1%0.539%
11/6/2025Integrity Financial Corp WA5,055$247K0.1%+6.6%0.131%
11/5/2025 Guild Investment Management Inc.8,000$390K0.3%+33.3%0.208%
11/5/2025Envestnet Asset Management Inc.6,177$301K0.0%+14.7%0.160%
10/30/2025 Envestnet Portfolio Solutions Inc.20,407$995K0.0%+9.4%0.530%
10/29/2025 Wealth Enhancement Advisory Services LLC5,655$277K0.0%+5.2%0.145%
10/29/2025Inspire Advisors LLC8,927$435K0.0%+78.8%0.229%
10/29/2025 New Insight Wealth Advisors13,072$638K0.2%-13.8%0.335%
10/28/2025Running Point Capital Advisors LLC36,287$1.77M0.5%+2.5%0.930%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
10/28/2025 Magnus Financial Group LLC43,049$2.10M0.2%+5.6%1.104%
10/24/2025MGO One Seven LLC29,875$1.46M0.0%-14.3%0.766%
10/24/2025Catalina Capital Group LLC17,310$844K0.5%-13.2%0.444%
10/23/2025 Kingswood Wealth Advisors LLC5,189$253K0.0%-28.2%0.133%
10/23/2025 Integral Investment Advisors Inc.30,655$1.50M0.4%+12.9%0.786%
10/22/2025 Hennion & Walsh Asset Management Inc.7,225$352K0.0%N/A0.185%
10/22/2025 D.A. Davidson & CO.7,888$385K0.0%+84.8%0.202%
10/22/2025 Foronjy Financial LLC16,589$809K0.4%-3.9%0.425%
10/22/2025 TriaGen Wealth Management LLC5,736$280K0.1%-13.4%0.147%
10/22/2025 WESPAC Advisors SoCal LLC15,287$746K0.2%N/A0.392%


FCAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 87 institutional investors and hedge funds held shares of First Trust California Municipal High Income ETF. The most heavily invested institutionals were LPL Financial LLC ($43.04M), Miracle Mile Advisors LLC ($7.47M), Composition Wealth LLC ($7.37M), Citizens Business Bank ($5.81M), Guggenheim Capital LLC ($4.85M), Cetera Investment Advisers ($4.22M), and Jane Street Group LLC ($3.57M).Learn more on First Trust California Municipal High Income ETF's institutional investors.

54.39% of First Trust California Municipal High Income ETF's stock is owned by institutional investors. Learn more on FCAL's institutional investor holdings.

Of the 73 institutional investors that purchased First Trust California Municipal High Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NewEdge Advisors LLC ($316.68K), Miracle Mile Advisors LLC ($281.88K), Citizens Business Bank ($155.41K), Jane Street Group LLC ($131.25K), LPL Financial LLC ($113.70K), Rockefeller Capital Management L.P. ($74.97K), and Guggenheim Capital LLC ($61.84K).

Institutional investors have bought a total of 921,558 shares in the last 24 months. This purchase volume represents approximately $45.17M in transactions.

Of the 38 institutional investors that sold First Trust California Municipal High Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Miracle Mile Advisors LLC ($1.82M), NewEdge Advisors LLC ($616.31K), Royal Bank of Canada ($61.13K), Osaic Holdings Inc. ($13.67K), Blue Zone Wealth Advisors LLC ($12.79K), Mariner LLC ($12.15K), and Southland Equity Partners LLC ($10.60K).

Institutional investors have sold a total of 2,641,059 shares in the last 24 months. This volume of shares sold represents approximately $128.94M in transactions.


Related Companies

This page (NASDAQ:FCAL) was last updated on 8/2/2026 by MarketBeat.com Staff.
From Our Partners
America Is Following in Greece's Footsteps
Italy in the 90s. Argentina in 2001. Greece in 2009. America was always safe… But now the IMF is projecting th...
Decentralized Masters | Sponsoredtc pixel
One signature away. Expected within months.
On May 21, 2026, a federal bank board unanimously approved a nearly $3 billion loan to build a gold mine on Am...
Behind the Markets | Sponsoredtc pixel
Trump’s $250 Bill – See Immediately
Former Goldman Sachs VP Dr. David Eifrig is warning that July 28 could trigger the biggest wealth reset in mod...
Stansberry Research | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
They’re still buying the wrong AI stocks
Tesla and Alphabet just tumbled, and many investors concluded AI is over. It isn't - the easy AI trade may be....
The Oxford Club | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel