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

First Trust California Municipal High Income ETF logo
$49.72 0.00 (0.00%)
As of 07/2/2026 03:44 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)
54
Total
Institutional Inflows
(last 12 months)
$48.28M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$130.23M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/14/2026CLG LLC10,286$503K0.1%+15.5%0.242%
5/13/2026Cetera Investment Advisers86,321$4.22M0.0%+8.5%2.031%
5/5/2026D.A. Davidson & CO.9,299$455K0.0%+19.4%0.219%
5/5/2026Navigation 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%
4/28/2026Integral Investment Advisors Inc.32,755$1.60M0.4%+0.8%0.771%
4/16/2026Warren Street Wealth Advisors LLC13,481$659K0.2%+16.2%0.317%
4/15/2026WESPAC 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%
2/16/2026FF 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%
2/13/2026Kestra 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%
2/12/2026Commonwealth 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%
2/6/2026Ignite Planners LLC60,382$2.99M0.5%+14.1%1.455%
2/6/2026Integral Investment Advisors Inc.32,505$1.60M0.4%+6.0%0.783%
2/6/2026Envestnet Portfolio Solutions Inc.14,935$736K0.0%-26.8%0.360%
2/5/2026Allworth Financial LP3,020$149K0.0%+118.8%0.073%
2/3/2026Channel Wealth LLC34,509$1.70M0.4%+56.0%0.832%
2/3/2026Koshinski Asset Management Inc.10,000$493K0.0%-10.4%0.241%
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2/3/2026Entruity Wealth LLC21,101$1.04M0.7%+1.8%0.508%
2/3/2026Climber Capital SA14,635$721K0.4%N/A0.353%
2/3/2026MGO One Seven LLC28,875$1.42M0.0%-3.3%0.696%
2/3/2026Foronjy Financial LLC10,094$498K0.2%-39.2%0.243%
2/2/2026Composition 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%
1/29/2026Warren Street Wealth Advisors LLC11,604$572K0.2%+28.0%0.280%
1/28/2026Kingswood Wealth Advisors LLC5,539$273K0.0%+6.7%0.133%
1/27/2026TriaGen Wealth Management LLC5,523$272K0.1%-3.7%0.133%
1/23/2026Farther Finance Advisors LLC11,000$542K0.0%+37.5%0.272%
1/21/2026Guild Investment Management Inc.11,000$542K0.4%+37.5%0.272%
1/21/2026Blue Zone Wealth Advisors LLC11,000$542K0.1%-21.4%0.272%
1/20/2026ASL Financial LLC7,410$365K0.3%N/A0.183%
1/16/2026Catalina Capital Group LLC16,417$809K0.5%-5.2%0.405%
1/15/2026CLG LLC8,908$439K0.1%+25.0%0.220%
1/14/2026Hennion & Walsh Asset Management Inc.18,128$894K0.0%+150.9%0.448%
1/14/2026Southland Equity Partners LLC43,439$2.14M0.4%-19.6%1.073%
1/13/2026Flagstar Advisors Inc.4,454$220K0.1%-20.2%0.107%
1/12/2026SeaCrest Wealth Management LLC7,746$383K0.0%+30.9%0.187%
1/8/2026Wealth Enhancement Advisory Services LLC6,044$298K0.0%+6.9%0.147%
1/7/2026Magnus Financial Group LLC44,094$2.17M0.2%+2.4%1.075%
1/7/2026WESPAC 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%
11/13/2025SeaCrest 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%
11/10/2025Koshinski 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%
11/5/2025Guild 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%
10/30/2025Envestnet Portfolio Solutions Inc.20,407$995K0.0%+9.4%0.530%
10/29/2025Wealth Enhancement Advisory Services LLC5,655$277K0.0%+5.2%0.145%
10/29/2025Inspire Advisors LLC8,927$435K0.0%+78.8%0.229%
10/29/2025New 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%
10/28/2025Magnus 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%
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10/24/2025Catalina Capital Group LLC17,310$844K0.5%-13.2%0.444%
10/23/2025Kingswood Wealth Advisors LLC5,189$253K0.0%-28.2%0.133%
10/23/2025Integral Investment Advisors Inc.30,655$1.50M0.4%+12.9%0.786%
10/22/2025Hennion & Walsh Asset Management Inc.7,225$352K0.0%N/A0.185%
10/22/2025D.A. Davidson & CO.7,888$385K0.0%+84.8%0.202%
10/22/2025Foronjy Financial LLC16,589$809K0.4%-3.9%0.425%
10/22/2025TriaGen Wealth Management LLC5,736$280K0.1%-13.4%0.147%
10/22/2025WESPAC Advisors SoCal LLC15,287$746K0.2%N/A0.392%
10/20/2025Miracle Mile Advisors LLC153,234$7.47M0.1%-92.2%3.929%
10/15/2025Blue Zone Wealth Advisors LLC14,000$683K0.1%-41.1%0.359%


FCAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 88 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 75 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: Miracle Mile Advisors LLC ($668.86K), NewEdge Advisors LLC ($316.68K), 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 986,841 shares in the last 24 months. This purchase volume represents approximately $48.28M in transactions.

Of the 41 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), New Insight Wealth Advisors ($17.13K), Osaic Holdings Inc. ($13.67K), Blue Zone Wealth Advisors LLC ($12.79K), and Mariner LLC ($12.15K).

Institutional investors have sold a total of 2,668,022 shares in the last 24 months. This volume of shares sold represents approximately $130.23M in transactions.


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This page (NASDAQ:FCAL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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