Free Trial
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (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
$49.29 +0.01 (+0.02%)
As of 04:00 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)
55
Total
Institutional Inflows
(last 12 months)
$48.05M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$101.29M
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
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%
3/17/2026Rockefeller 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%
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%
2/2/2026 Mutual 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%
1/16/2026 Catalina 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%
1/14/2026 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%
11/12/2025 Citizens 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%
11/5/2025 Envestnet 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%
10/29/2025New 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%
10/28/2025 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%
10/24/2025 Catalina 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%
10/22/2025Hennion & 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%
10/22/2025 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%
10/20/2025 Miracle Mile Advisors LLC153,234$7.47M0.1%-92.2%3.929%
10/15/2025 Blue Zone Wealth Advisors LLC14,000$683K0.1%-41.1%0.359%
10/15/2025 Private Trust Co. NA1,162$57K0.0%-16.3%0.030%
10/14/2025 Farther Finance Advisors LLC8,000$390K0.0%+33.3%0.205%
10/8/2025 Ignite Planners LLC52,921$2.58M0.4%+14.7%1.375%
10/8/2025 Towerpoint Wealth LLC7,179$350K0.1%-4.9%0.186%
10/7/2025Channel Wealth LLC22,116$1.08M0.3%-30.5%0.574%
9/4/2025Osaic Holdings Inc.22,418$1.08M0.0%-36.3%0.540%
8/14/2025CLG LLC7,080$340K0.1%+62.8%0.171%
8/14/2025Jane Street Group LLC88,954$4.27M0.0%+171.0%2.143%


FCAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FCAL shares?

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), NewEdge Advisors LLC ($15.49M), Miracle Mile Advisors LLC ($7.47M), Composition Wealth LLC ($7.37M), Citizens Business Bank ($5.81M), Guggenheim Capital LLC ($4.85M), and Cetera Investment Advisers ($3.92M).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 74 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).

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

Institutional investors have bought a total of 982,282 shares in the last 24 months. This purchase volume represents approximately $48.05M in transactions.

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

Of the 43 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), LPL Financial LLC ($43.02K), Flow Traders U.S. LLC ($30.87K), New Insight Wealth Advisors ($17.13K), Osaic Holdings Inc. ($13.67K), Blue Zone Wealth Advisors LLC ($12.79K), and Mariner LLC ($12.15K).

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

Institutional investors have sold a total of 2,076,601 shares in the last 24 months. This volume of shares sold represents approximately $101.29M in transactions.


Related Companies

This page (NASDAQ:FCAL) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel