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

First Trust California Municipal High Income ETF logo
$47.49 -0.11 (-0.23%)
Closing price 03:53 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)
53
Total
Institutional Inflows
(last 12 months)
$41.77M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$9.12M
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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
7/18/2025Warren Street Wealth Advisors LLC9,069$435K0.1%-2.5%0.154%
7/16/2025 New Insight Wealth Advisors15,162$727K0.3%-49.8%0.257%
7/16/2025 Magnus Financial Group LLC40,752$1.96M0.2%+27.8%0.691%
7/14/2025 Southland Equity Partners LLC54,231$2.60M0.6%+33.6%0.919%
7/10/2025 Wealth Enhancement Advisory Services LLC5,376$258K0.0%-19.3%0.090%
7/9/2025 Channel Wealth LLC31,808$1.53M0.4%+7.1%0.535%
7/9/2025 Towerpoint Wealth LLC7,546$362K0.2%-8.2%0.127%
5/19/2025Jane Street Group LLC32,822$1.59M0.0%-21.3%0.561%
5/15/2025Royal Bank of Canada130,218$6.32M0.0%+2.4%2.325%
5/14/2025Compound Planning Inc.41,646$2.02M0.1%+18.1%0.744%
5/14/2025Flow Traders U.S. LLC14,324$695K0.0%-63.3%0.256%
5/13/2025TriaGen Wealth Management LLC9,883$480K0.2%-9.6%0.176%
5/13/2025HighTower Advisors LLC22,206$1.08M0.0%+6.9%0.397%
5/12/2025Integrity Financial Corp WA4,742$230K0.1%N/A0.085%
5/9/2025Atria Wealth Solutions Inc.6,222$302K0.0%N/A0.111%
5/8/2025Entruity Wealth LLC20,987$1.02M1.0%-2.8%0.375%
5/7/2025LPL Financial LLC717,461$34.83M0.0%-5.7%12.812%
5/6/2025Cetera Investment Advisers56,000$2.72M0.0%+6.9%1.000%
5/6/2025Clifford Swan Investment Counsel LLC10,925$530K0.0%N/A0.195%
4/30/2025 New Insight Wealth Advisors30,202$1.47M0.7%+11.4%0.544%
4/29/2025Chilton Capital Management LLC2,793$136K0.0%-30.5%0.050%
4/28/2025Mutual Advisors LLC23,009$1.11M0.0%+6.5%0.415%
4/28/2025Rossby Financial LCC3,000$145K0.1%N/A0.054%
4/23/2025Climber Capital SA14,635$710K4.2%N/A0.266%
4/22/2025Cambridge Investment Research Advisors Inc.19,682$955K0.0%-7.7%0.358%
4/22/2025Advisor Resource Council9,234$448K0.0%N/A0.168%
4/21/2025CLG LLC4,348$211K0.1%N/A0.079%
4/21/2025Envestnet Portfolio Solutions Inc.4,130$200K0.0%N/A0.075%
4/16/2025 Southland Equity Partners LLC40,580$1.97M0.5%-6.4%0.738%
4/16/2025 Wealth Enhancement Advisory Services LLC6,661$323K0.0%-3.1%0.121%
4/16/2025Twin Peaks Wealth Advisors LLC15,002$717K0.3%-25.1%0.273%
4/14/2025Miracle Mile Advisors LLC1,999,125$97.04M1.9%+4.7%36.348%
4/11/2025 SeaCrest Wealth Management LLC4,546$221K0.0%N/A0.083%
4/11/2025 Magnus Financial Group LLC31,892$1.55M0.1%+1.9%0.580%
4/10/2025 Channel Wealth LLC29,697$1.44M0.4%-22.5%0.540%
3/17/2025 Wealth Enhancement Advisory Services LLC6,877$340K0.0%+4.1%0.125%
3/12/2025Centaurus Financial Inc.12,665$625K0.0%N/A0.230%
2/24/2025Ameriflex Group Inc.1,543$76K0.0%N/A0.028%
2/18/2025GTS Securities LLC14,306$706K0.0%+232.9%0.260%
2/17/2025Citizens Business Bank128,886$6.36M1.2%+35.8%2.343%
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2/17/2025Cetera Investment Advisers52,388$2.59M0.0%+13.0%0.953%
2/14/2025Jane Street Group LLC41,685$2.06M0.0%+48.5%0.758%
2/14/2025MGO One Seven LLC13,600$671K0.0%+67.9%0.247%
2/13/2025Guggenheim Capital LLC57,315$2.83M0.0%+248.7%1.042%
2/13/2025Mariner LLC47,146$2.33M0.0%+11.7%0.857%
2/13/2025Entruity Wealth LLC21,587$1.07M1.1%N/A0.392%
2/13/2025Townsquare Capital LLC9,067$448K0.0%+12.0%0.165%
2/13/2025Rockefeller Capital Management L.P.28,000$1.38M0.0%+40.0%0.509%
2/13/2025Envestnet Asset Management Inc.5,914$292K0.0%-67.8%0.108%
2/12/2025OLD Mission Capital LLC41,897$2.07M0.0%N/A0.762%
2/11/2025LPL Financial LLC760,481$37.55M0.0%+1.1%13.827%
2/10/2025Commonwealth Equity Services LLC19,584$967K0.0%+8.9%0.356%
2/10/2025Avantax Advisory Services Inc.6,477$320K0.0%+3.7%0.118%
2/10/2025 Farther Finance Advisors LLC6,000$296K0.0%N/A0.109%
2/7/2025HighTower Advisors LLC20,773$1.03M0.0%+32.4%0.378%
2/7/2025Guild Investment Management Inc.6,000$296K0.3%N/A0.109%
2/7/2025 New Insight Wealth Advisors27,102$1.34M0.7%+6.8%0.493%
2/6/2025Steward Partners Investment Advisory LLC5,368$265K0.0%+5.3%0.098%
2/4/2025Twin Peaks Wealth Advisors LLC20,040$989K0.4%+46.9%0.364%
2/4/2025Integral Investment Advisors Inc.25,547$1.26M0.4%-3.2%0.464%
2/3/2025Private Advisor Group LLC5,106$252K0.0%+22.2%0.093%
1/30/2025Allworth Financial LP1,380$68K0.0%-47.4%0.025%
1/24/2025Catalina Capital Group LLC23,530$1.16M0.4%-1.0%0.424%
1/23/2025TriaGen Wealth Management LLC10,927$539K0.2%-8.8%0.197%
1/22/2025Kingswood Wealth Advisors LLC7,222$357K0.0%N/A0.130%
1/21/2025 Southland Equity Partners LLC43,345$2.14M0.5%-39.5%0.781%
1/17/2025Mutual Advisors LLC21,613$1.06M0.0%+4.7%0.389%
1/17/2025 Magnus Financial Group LLC31,286$1.55M0.1%+3.3%0.564%
1/17/2025Atomi Financial Group Inc.35,264$1.74M0.1%N/A0.635%
1/15/2025 Channel Wealth LLC38,320$1.89M0.6%+3.1%0.690%
1/15/2025 Towerpoint Wealth LLC8,216$406K0.2%-4.9%0.148%
1/14/2025Ignite Planners LLC46,136$2.28M0.5%+47.4%0.831%
1/13/2025Miracle Mile Advisors LLC1,909,177$94.26M1.9%+6.4%34.400%
12/26/2024JPMorgan Chase & Co.2,470$124K0.0%N/A0.047%
11/19/2024Citizens Business Bank94,928$4.76M1.0%-3.0%1.808%
11/15/2024Jane Street Group LLC28,074$1.41M0.0%+24.1%0.535%
11/15/2024HighTower Advisors LLC15,688$788K0.0%+9.0%0.299%
11/14/2024Rockefeller Capital Management L.P.20,000$1.00M0.0%N/A0.381%
11/14/2024CreativeOne Wealth LLC5,543$278K0.0%N/A0.106%
11/13/2024Townsquare Capital LLC8,094$406K0.0%N/A0.154%
11/12/2024 Flagstar Advisors Inc.4,755$239K0.1%-75.7%0.091%
11/12/2024Running Point Capital Advisors LLC31,348$1.57M0.6%+0.8%0.597%
10/30/2024Catalina Capital Group LLC23,774$1.19M0.4%-10.1%0.457%
10/25/2024Twin Peaks Wealth Advisors LLC13,639$684K0.3%+5.2%0.262%
10/24/2024 Wealth Enhancement Advisory Services LLC6,606$331K0.0%+37.0%0.127%
10/23/2024Allworth Financial LP2,622$132K0.0%-30.2%0.050%
10/15/2024 Magnus Financial Group LLC30,285$1.52M0.2%+4.1%0.588%
10/10/2024 Johnson Bixby & Associates LLC4,033$202K0.0%N/A0.078%
10/8/2024Blue Zone Wealth Advisors LLC14,787$742K0.2%N/A0.287%
10/8/2024Ignite Planners LLC31,303$1.57M0.4%+1.1%0.608%
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10/7/2024Miracle Mile Advisors LLC1,795,137$90.08M2.1%+4.5%34.857%
8/22/2024Cetera Investment Advisers42,826$2.12M0.0%+17.4%0.865%
8/10/2024Perennial Investment Advisors LLC6,526$323K0.0%+4.0%0.132%
8/8/2024LPL Financial LLC664,470$32.91M0.0%+14.2%13.424%
8/2/2024Larson Financial Group LLC900$45K0.0%N/A0.018%
7/31/2024Commonwealth Equity Services LLC18,395$911K0.0%+5.6%0.372%
7/30/2024Integral Investment Advisors Inc.23,297$1.15M0.4%+7.1%0.471%
7/30/2024International Assets Investment Management LLC700$35K0.0%N/A0.014%
7/26/2024Harbour Investments Inc.6,708$332K0.0%+7.5%0.136%
7/24/2024Catalina Capital Group LLC26,450$1.31M0.5%-17.1%0.534%
(Data available from 1/1/2016 forward)

FCAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FCAL shares?

During the previous two years, 70 institutional investors and hedge funds held shares of First Trust California Municipal High Income ETF. The most heavily invested institutionals were Miracle Mile Advisors LLC ($97.04M), LPL Financial LLC ($34.83M), Citizens Business Bank ($6.36M), Royal Bank of Canada ($6.32M), Guggenheim Capital LLC ($2.83M), Cetera Investment Advisers ($2.72M), and Southland Equity Partners LLC ($2.60M).Learn more on First Trust California Municipal High Income ETF's institutional investors.

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

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

Of the 63 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 ($1.53M), LPL Financial LLC ($273.14K), International Assets Investment Management LLC ($70.57K), Citizens Business Bank ($60.81K), Ignite Planners LLC ($46.14K), Southland Equity Partners LLC ($42.65K), and OLD Mission Capital LLC ($41.90K).

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

Institutional investors have bought a total of 846,923 shares in the last 24 months. This purchase volume represents approximately $41.77M in transactions.

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

Of the 20 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: LPL Financial LLC ($43.02K), Southland Equity Partners LLC ($31.06K), Flow Traders U.S. LLC ($24.67K), New Insight Wealth Advisors ($15.04K), Flagstar Advisors Inc. ($14.83K), Envestnet Asset Management Inc. ($12.44K), and Jane Street Group LLC ($8.86K).

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

Institutional investors have sold a total of 186,508 shares in the last 24 months. This volume of shares sold represents approximately $9.12M in transactions.


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This page (NASDAQ:FCAL) was last updated on 7/18/2025 by MarketBeat.com Staff
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