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

$47.52 +0.18 (+0.37%)

Closing price 09/11/2026 03:54 PM Eastern

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$47.49 -0.02 (-0.05%)

As of 09/11/2026 07:30 PM Eastern

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Current Institutional Ownership Percentage: 54.39%
Number of Institutional Buyers (last 12 months): 56
Total Institutional Inflows (last 12 months): $306.87M

Number of Institutional Sellers (last 12 months): 34
Total Institutional Outflows (last 12 months): $127.50M

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FCAL Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/11/2026	Smith Chas P & Associates PA Cpas	2,373,953	$117.87M	5.7%	N/A	52.755%
9/9/2026	Integrated Wealth Concepts LLC	43,549	$2.16M	0.0%	N/A	0.968%
9/9/2026	RFG Advisory LLC	50,574	$2.51M	0.0%	N/A	1.124%
9/9/2026	NewEdge Advisors LLC	2,275,951	$113.01M	0.3%	+31,414.1%	50.577%
9/9/2026	IFP Advisors Inc	41,730	$2.07M	0.0%	N/A	0.927%
9/9/2026	Baird Financial Group Inc.	470,809	$23.38M	0.0%	N/A	10.462%
9/2/2026	Citadel Advisors LLC	4,500	$223K	0.0%	N/A	0.100%
8/23/2026	Ameritas Advisory Services LLC	16,304	$810K	0.0%	N/A	0.362%
8/22/2026	XP Advisory US Inc.	18,046	$896K	0.5%	N/A	0.401%
8/22/2026	Compass Financial Management LLC	51,485	$2.56M	0.3%	N/A	1.144%
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8/21/2026	Beacon Financial Advisory LLC	49,408	$2.45M	0.5%	N/A	1.098%
8/21/2026	Triumph Capital Management	500	$25K	0.0%	N/A	0.011%
7/9/2026	Hennion & Walsh Asset Management Inc.	33,563	$1.67M	0.0%	+34.3%	0.746%
7/7/2026	Integral Investment Advisors Inc.	37,730	$1.87M	0.4%	+15.2%	0.838%
6/3/2026	NewEdge Advisors LLC	7,222	$353K	0.0%	-97.7%	0.170%
5/19/2026	NewEdge Advisors LLC	7,222	$353K	0.0%	-97.7%	0.170%
5/18/2026	Royal Bank of Canada	13,998	$684K	0.0%	-80.0%	0.329%
5/14/2026	Compound Planning Inc.	43,679	$2.14M	0.1%	+4.1%	1.028%
5/14/2026	CLG LLC	10,286	$503K	0.1%	+15.5%	0.242%
5/13/2026	Cetera Investment Advisers	86,321	$4.22M	0.0%	+8.5%	2.031%
5/5/2026	D.A. Davidson & CO.	9,299	$455K	0.0%	+19.4%	0.219%
5/5/2026	Navigation Group LLC	29,536	$1.44M	0.3%	N/A	0.695%
5/2/2026	Citizens Business Bank	118,812	$5.81M	1.0%	N/A	2.796%
5/1/2026	Fifth Third Bancorp	954	$47K	0.0%	N/A	0.022%
4/28/2026	Integral Investment Advisors Inc.	32,755	$1.60M	0.4%	+0.8%	0.771%
4/16/2026	Warren Street Wealth Advisors LLC	13,481	$659K	0.2%	+16.2%	0.317%
4/15/2026	WESPAC Advisors SoCal LLC	14,801	$724K	0.2%	-19.8%	0.348%
3/17/2026	Rockefeller Capital Management L.P.	66,971	$3.30M	0.0%	+234.9%	1.614%
2/19/2026	Compound Planning Inc.	41,953	$2.07M	0.1%	-6.9%	1.011%
2/18/2026	Ameriflex Group Inc.	1,827	$90K	0.0%	-40.8%	0.044%
2/18/2026	NewEdge Advisors LLC	314,073	$15.49M	0.1%	+4,304.3%	7.568%
2/17/2026	Guggenheim Capital LLC	98,264	$4.85M	0.0%	-3.7%	2.368%
2/17/2026	Cetera Investment Advisers	79,558	$3.92M	0.0%	+6.5%	1.917%
2/17/2026	Equitable Holdings Inc.	6,193	$305K	0.0%	-5.4%	0.149%
2/17/2026	Osaic Holdings Inc.	32,671	$1.61M	0.0%	-2.6%	0.787%
2/17/2026	Running Point Capital Advisors LLC	39,693	$1.96M	0.5%	+9.4%	0.956%
2/17/2026	Royal Bank of Canada	69,909	$3.45M	0.0%	-6.9%	1.685%
2/16/2026	Mariner LLC	50,604	$2.50M	0.0%	+6.5%	1.219%
2/16/2026	FF Advisors LLC	6,711	$331K	0.1%	N/A	0.162%
2/16/2026	Integrity Financial Corp WA	4,742	$234K	0.1%	-6.2%	0.114%
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2/16/2026	Arax Advisory Partners	1,200	$59K	0.0%	N/A	0.029%
2/13/2026	Kestra Advisory Services LLC	1,423	$70K	0.0%	N/A	0.034%
2/12/2026	Rossby Financial LCC	2,971	$146K	0.0%	N/A	0.072%
2/12/2026	Jane Street Group LLC	72,491	$3.57M	0.0%	+341.1%	1.747%
2/12/2026	Commonwealth Equity Services LLC	19,146	$944K	0.0%	+1.2%	0.461%
2/11/2026	LPL Financial LLC	872,810	$43.04M	0.0%	+2.6%	21.032%
2/10/2026	WCG Wealth Advisors LLC	10,766	$531K	0.0%	N/A	0.259%
2/9/2026	Harbour Investments Inc.	902	$44K	0.0%	-38.9%	0.022%
2/6/2026	Ignite Planners LLC	60,382	$2.99M	0.5%	+14.1%	1.455%
2/6/2026	Integral Investment Advisors Inc.	32,505	$1.60M	0.4%	+6.0%	0.783%
2/6/2026	Envestnet Portfolio Solutions Inc.	14,935	$736K	0.0%	-26.8%	0.360%
2/5/2026	Allworth Financial LP	3,020	$149K	0.0%	+118.8%	0.073%
2/3/2026	Channel Wealth LLC	34,509	$1.70M	0.4%	+56.0%	0.832%
2/3/2026	Koshinski Asset Management Inc.	10,000	$493K	0.0%	-10.4%	0.241%
2/3/2026	Entruity Wealth LLC	21,101	$1.04M	0.7%	+1.8%	0.508%
2/3/2026	Climber Capital SA	14,635	$721K	0.4%	N/A	0.353%
2/3/2026	MGO One Seven LLC	28,875	$1.42M	0.0%	-3.3%	0.696%
2/3/2026	Foronjy Financial LLC	10,094	$498K	0.2%	-39.2%	0.243%
2/2/2026	Composition Wealth LLC	149,500	$7.37M	0.1%	-2.4%	3.602%
2/2/2026	Mutual Advisors LLC	20,130	$993K	0.0%	-7.1%	0.485%
1/29/2026	UBS Group AG	43,252	$2.13M	0.0%	+8.4%	1.042%
1/29/2026	Warren Street Wealth Advisors LLC	11,604	$572K	0.2%	+28.0%	0.280%
1/28/2026	Kingswood Wealth Advisors LLC	5,539	$273K	0.0%	+6.7%	0.133%
1/27/2026	TriaGen Wealth Management LLC	5,523	$272K	0.1%	-3.7%	0.133%
1/23/2026	Farther Finance Advisors LLC	11,000	$542K	0.0%	+37.5%	0.272%
1/21/2026	Guild Investment Management Inc.	11,000	$542K	0.4%	+37.5%	0.272%
1/21/2026	Blue Zone Wealth Advisors LLC	11,000	$542K	0.1%	-21.4%	0.272%
1/20/2026	ASL Financial LLC	7,410	$365K	0.3%	N/A	0.183%
1/16/2026	Catalina Capital Group LLC	16,417	$809K	0.5%	-5.2%	0.405%
1/15/2026	CLG LLC	8,908	$439K	0.1%	+25.0%	0.220%
1/14/2026	Hennion & Walsh Asset Management Inc.	18,128	$894K	0.0%	+150.9%	0.448%
1/14/2026	Southland Equity Partners LLC	43,439	$2.14M	0.4%	-19.6%	1.073%
1/13/2026	Flagstar Advisors Inc.	4,454	$220K	0.1%	-20.2%	0.107%
1/12/2026	SeaCrest Wealth Management LLC	7,746	$383K	0.0%	+30.9%	0.187%
1/8/2026	Wealth Enhancement Advisory Services LLC	6,044	$298K	0.0%	+6.9%	0.147%
1/7/2026	Magnus Financial Group LLC	44,094	$2.17M	0.2%	+2.4%	1.075%
1/7/2026	WESPAC Advisors SoCal LLC	18,460	$910K	0.2%	+20.8%	0.450%
11/17/2025	NewEdge Advisors LLC	7,131	$348K	0.0%	-26.8%	0.185%
11/17/2025	Susquehanna International Group LLP	7,935	$387K	0.0%	-33.8%	0.206%
11/17/2025	Mariner LLC	47,503	$2.32M	0.0%	-20.4%	1.234%
11/17/2025	Flow Traders U.S. LLC	12,152	$593K	0.0%	+49.7%	0.316%
11/14/2025	Raymond James Financial Inc.	11,122	$542K	0.0%	-6.3%	0.289%
11/14/2025	Equitable Holdings Inc.	6,548	$319K	0.0%	-30.5%	0.170%
11/14/2025	Comerica Bank	984	$48K	0.0%	N/A	0.026%
11/13/2025	SeaCrest Wealth Management LLC	5,917	$290K	0.0%	N/A	0.154%
11/13/2025	UBS Group AG	39,908	$1.95M	0.0%	-10.2%	1.037%
11/13/2025	Ameriflex Group Inc.	3,086	$151K	0.1%	+100.0%	0.080%
11/12/2025	Perennial Investment Advisors LLC	7,484	$365K	0.0%	-16.2%	0.194%
11/12/2025	Citizens Business Bank	124,520	$6.07M	1.0%	-1.0%	3.234%
11/10/2025	Compound Planning Inc.	45,065	$2.20M	0.1%	-7.4%	1.171%
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11/10/2025	Ameritas Investment Partners Inc.	857	$42K	0.0%	-70.6%	0.022%
11/10/2025	Koshinski Asset Management Inc.	11,165	$545K	0.0%	N/A	0.290%
11/7/2025	HighTower Advisors LLC	26,567	$1.30M	0.0%	+16.6%	0.690%
11/7/2025	Entruity Wealth LLC	20,735	$1.01M	0.8%	+1.1%	0.539%
11/6/2025	Integrity Financial Corp WA	5,055	$247K	0.1%	+6.6%	0.131%
11/5/2025	Guild Investment Management Inc.	8,000	$390K	0.3%	+33.3%	0.208%
11/5/2025	Envestnet Asset Management Inc.	6,177	$301K	0.0%	+14.7%	0.160%
10/30/2025	Envestnet Portfolio Solutions Inc.	20,407	$995K	0.0%	+9.4%	0.530%
10/29/2025	Wealth Enhancement Advisory Services LLC	5,655	$277K	0.0%	+5.2%	0.145%
10/29/2025	Inspire Advisors LLC	8,927	$435K	0.0%	+78.8%	0.229%

FCAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 97 institutional investors and hedge funds held shares of First Trust California Municipal High Income ETF. The most heavily invested institutionals were Smith Chas P & Associates PA Cpas ($117.87M), NewEdge Advisors LLC ($113.01M), LPL Financial LLC ($43.04M), Baird Financial Group Inc. ($23.38M), Miracle Mile Advisors LLC ($7.47M), Composition Wealth LLC ($7.37M), and Citizens Business Bank ($5.81M).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 83 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 ($2.59M), Smith Chas P & Associates PA Cpas ($2.37M), Baird Financial Group Inc. ($470.81K), Miracle Mile Advisors LLC ($281.88K), Citizens Business Bank ($155.41K), Jane Street Group LLC ($131.25K), and Rockefeller Capital Management L.P. ($74.97K).

Institutional investors have bought a total of 6,188,287 shares in the last 24 months. This purchase volume represents approximately $306.87M in transactions.

Of the 34 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), Blue Zone Wealth Advisors LLC ($12.79K), Mariner LLC ($12.15K), Southland Equity Partners LLC ($10.60K), and Channel Wealth LLC ($9.69K).

Institutional investors have sold a total of 2,611,126 shares in the last 24 months. This volume of shares sold represents approximately $127.50M in transactions.

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Institutional ownership data for NASDAQ:FCAL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/11/2026. New 13F filings are added each quarter as they're published.

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

FCAL Institutional Buying and Selling by Quarter

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

FCAL Institutional Ownership - Frequently Asked Questions

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

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

FCAL Institutional Buying and Selling by Quarter

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

FCAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FCAL shares?

What percentage of First Trust California Municipal High Income ETF's stock is owned by institutional investors?

Which institutional investors have been buying First Trust California Municipal High Income ETF's stock?

How much institutional buying is happening at First Trust California Municipal High Income ETF?

Which of First Trust California Municipal High Income ETF's major shareholders have been selling company stock?

How much institutional selling is happening at First Trust California Municipal High Income ETF?

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