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

First Trust California Municipal High Income ETF logo
$48.37 -0.03 (-0.06%)
As of 08/28/2026 03:55 PM Eastern
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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)
50
Total
Institutional Inflows
(last 12 months)
$46.02M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$128.11M
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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
8/23/2026 Ameritas Advisory Services LLC16,304$810K0.0%N/A0.362%
8/22/2026 XP Advisory US Inc.18,046$896K0.5%N/A0.401%
8/22/2026 Compass Financial Management LLC51,485$2.56M0.3%N/A1.144%
8/21/2026 Beacon Financial Advisory LLC49,408$2.45M0.5%N/A1.098%
8/21/2026 Triumph Capital Management500$25K0.0%N/A0.011%
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%
6/3/2026 NewEdge Advisors LLC7,222$353K0.0%-97.7%0.170%
5/19/2026 NewEdge Advisors LLC7,222$353K0.0%-97.7%0.170%
5/18/2026 Royal Bank of Canada13,998$684K0.0%-80.0%0.329%
5/14/2026 Compound Planning Inc.43,679$2.14M0.1%+4.1%1.028%
5/14/2026 CLG LLC10,286$503K0.1%+15.5%0.242%
5/13/2026 Cetera 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%
5/2/2026 Citizens Business Bank118,812$5.81M1.0%N/A2.796%
5/1/2026 Fifth 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%
3/17/2026 Rockefeller Capital Management L.P.66,971$3.30M0.0%+234.9%1.614%
2/19/2026 Compound Planning Inc.41,953$2.07M0.1%-6.9%1.011%
2/18/2026 Ameriflex Group Inc.1,827$90K0.0%-40.8%0.044%
2/18/2026 NewEdge Advisors LLC314,073$15.49M0.1%+4,304.3%7.568%
2/17/2026 Guggenheim Capital LLC98,264$4.85M0.0%-3.7%2.368%
2/17/2026 Cetera Investment Advisers79,558$3.92M0.0%+6.5%1.917%
2/17/2026 Equitable Holdings Inc.6,193$305K0.0%-5.4%0.149%
2/17/2026 Osaic 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%
2/17/2026 Royal Bank of Canada69,909$3.45M0.0%-6.9%1.685%
2/16/2026 Mariner LLC50,604$2.50M0.0%+6.5%1.219%
2/16/2026 FF Advisors LLC6,711$331K0.1%N/A0.162%
2/16/2026 Integrity Financial Corp WA4,742$234K0.1%-6.2%0.114%
2/16/2026 Arax Advisory Partners1,200$59K0.0%N/A0.029%
2/13/2026 Kestra Advisory Services LLC1,423$70K0.0%N/A0.034%
2/12/2026 Rossby Financial LCC2,971$146K0.0%N/A0.072%
2/12/2026 Jane 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%
2/11/2026 LPL Financial LLC872,810$43.04M0.0%+2.6%21.032%
2/10/2026 WCG Wealth Advisors LLC10,766$531K0.0%N/A0.259%
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2/9/2026 Harbour 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%
2/5/2026 Allworth Financial LP3,020$149K0.0%+118.8%0.073%
2/3/2026 Channel 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%
2/3/2026 Entruity Wealth LLC21,101$1.04M0.7%+1.8%0.508%
2/3/2026 Climber Capital SA14,635$721K0.4%N/A0.353%
2/3/2026 MGO 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%
2/2/2026 Mutual Advisors LLC20,130$993K0.0%-7.1%0.485%
1/29/2026 UBS 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%
11/17/2025 NewEdge Advisors LLC7,131$348K0.0%-26.8%0.185%
11/17/2025 Susquehanna International Group LLP7,935$387K0.0%-33.8%0.206%
11/17/2025 Mariner LLC47,503$2.32M0.0%-20.4%1.234%
11/17/2025 Flow Traders U.S. LLC12,152$593K0.0%+49.7%0.316%
11/14/2025 Raymond James Financial Inc.11,122$542K0.0%-6.3%0.289%
11/14/2025 Equitable 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%
11/13/2025 UBS Group AG39,908$1.95M0.0%-10.2%1.037%
11/13/2025 Ameriflex Group Inc.3,086$151K0.1%+100.0%0.080%
11/12/2025 Perennial Investment Advisors LLC7,484$365K0.0%-16.2%0.194%
11/12/2025 Citizens Business Bank124,520$6.07M1.0%-1.0%3.234%
11/10/2025 Compound Planning Inc.45,065$2.20M0.1%-7.4%1.171%
11/10/2025 Ameritas Investment Partners Inc.857$42K0.0%-70.6%0.022%
11/10/2025 Koshinski Asset Management Inc.11,165$545K0.0%N/A0.290%
11/7/2025 HighTower Advisors LLC26,567$1.30M0.0%+16.6%0.690%
11/7/2025 Entruity Wealth LLC20,735$1.01M0.8%+1.1%0.539%
11/6/2025 Integrity 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%
11/5/2025 Envestnet Asset Management Inc.6,177$301K0.0%+14.7%0.160%
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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%
10/29/2025 Inspire 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%
10/28/2025 Magnus Financial Group LLC43,049$2.10M0.2%+5.6%1.104%
10/24/2025 MGO 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%


FCAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 91 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 77 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), Rockefeller Capital Management L.P. ($74.97K), Guggenheim Capital LLC ($61.84K), and Compass Financial Management LLC ($51.49K).

Institutional investors have bought a total of 934,443 shares in the last 24 months. This purchase volume represents approximately $46.02M 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), 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 2,623,910 shares in the last 24 months. This volume of shares sold represents approximately $128.11M 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 8/23/2026. New 13F filings are added each quarter as they're published.
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