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Ukraine demands emergency UN meeting over Putin nuclear plan
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New Russian campaign tries to entice men to fight in Ukraine
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"Prepare for Five Years of Famine" (Ad)
Travel disruption hits Germany on eve of transport strike
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"Prepare for Five Years of Famine" (Ad)
Technical issues at Lufthansa cause delays in Frankfurt
AP source: President Joe Biden’s choice to run the Federal Aviation Administration has withdrawn his nomination.
S&P 500   3,970.99
DOW   32,237.53
QQQ   310.89
Ukraine demands emergency UN meeting over Putin nuclear plan
"Prepare for Five Years of Famine" (Ad)
New Russian campaign tries to entice men to fight in Ukraine
Biden's pick to lead FAA withdraws amid shaky Senate support
"Prepare for Five Years of Famine" (Ad)
Travel disruption hits Germany on eve of transport strike
Factory or farm? Oregon may alter land use for chipmakers
"Prepare for Five Years of Famine" (Ad)
Technical issues at Lufthansa cause delays in Frankfurt
AP source: President Joe Biden’s choice to run the Federal Aviation Administration has withdrawn his nomination.
S&P 500   3,970.99
DOW   32,237.53
QQQ   310.89
Ukraine demands emergency UN meeting over Putin nuclear plan
"Prepare for Five Years of Famine" (Ad)
New Russian campaign tries to entice men to fight in Ukraine
Biden's pick to lead FAA withdraws amid shaky Senate support
"Prepare for Five Years of Famine" (Ad)
Travel disruption hits Germany on eve of transport strike
Factory or farm? Oregon may alter land use for chipmakers
"Prepare for Five Years of Famine" (Ad)
Technical issues at Lufthansa cause delays in Frankfurt
AP source: President Joe Biden’s choice to run the Federal Aviation Administration has withdrawn his nomination.
S&P 500   3,970.99
DOW   32,237.53
QQQ   310.89
Ukraine demands emergency UN meeting over Putin nuclear plan
"Prepare for Five Years of Famine" (Ad)
New Russian campaign tries to entice men to fight in Ukraine
Biden's pick to lead FAA withdraws amid shaky Senate support
"Prepare for Five Years of Famine" (Ad)
Travel disruption hits Germany on eve of transport strike
Factory or farm? Oregon may alter land use for chipmakers
"Prepare for Five Years of Famine" (Ad)
Technical issues at Lufthansa cause delays in Frankfurt
AP source: President Joe Biden’s choice to run the Federal Aviation Administration has withdrawn his nomination.
NASDAQ:FCAL

First Trust California Municipal High Income ETF - FCAL Institutional Ownership

$49.04
+0.11 (+0.22%)
(As of 03/24/2023 12:00 AM ET)
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Compare
Today's Range
$48.91
▼
$49.25
50-Day Range
$48.39
▼
$49.90
52-Week Range
$46.15
▼
$51.10
Volume
11,439 shs
Average Volume
14,462 shs
Market Capitalization
$107.89 million
Assets Under Management
$87.07 million
Dividend Yield
2.43%
Net Expense Ratio
0.50%

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)
28
Total
Institutional Inflows
(last 12 months)
$48.37 M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$37.97 M
Skip Chart & View Institutional Buying and Selling Data

FCAL Institutional Buying and Selling by Quarter

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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
3/6/2023Rockefeller Capital Management L.P.4,100$0.20M0.0%N/A0.171%
2/16/2023Harbour Investments Inc.1,930$93K0.0%N/A0.088%
2/15/2023Jane Street Group LLC104,535$5.06M0.0%+712.7%4.752%
2/15/2023Mariner LLC11,637$0.56M0.0%N/A0.529%
2/14/2023Susquehanna International Group LLP10,949$0.53M0.0%-60.5%0.498%
2/10/2023Advisor Group Holdings Inc.31,535$1.53M0.0%-0.7%1.433%
2/10/2023Perennial Investment Advisors LLC8,750$0.42M0.2%+47.1%0.398%
2/9/2023Running Point Capital Advisors LLC23,095$1.12M0.7%-20.3%1.050%
2/9/2023TriaGen Wealth Management LLC11,761$0.57M0.3%+21.7%0.535%
2/9/2023HighTower Advisors LLC20,520$0.99M0.0%-3.2%0.933%
2/8/2023UBS Group AG4,561$0.22M0.0%-52.1%0.207%
2/8/2023Cambridge Investment Research Advisors Inc.14,647$0.71M0.0%+10.8%0.666%
2/8/2023Citizens Business Bank84,082$4.07M0.9%+2.6%3.822%
2/7/2023LPL Financial LLC227,283$11M0.0%+14.7%10.331%
2/2/2023Magnus Financial Group LLC28,099$1.36M0.2%N/A1.307%
2/1/2023Warren Street Wealth Advisors LLC12,274$0.59M0.5%+7.0%0.571%
1/20/2023Miracle Mile Advisors LLC65,995$3.19M0.1%-86.8%3.070%
1/13/2023Allworth Financial LP65,282$3.16M0.0%-41.4%3.036%
1/12/2023Mutual Advisors LLC28,678$1.39M0.1%+1.4%1.334%
11/16/2022Jane Street Group LLC12,863$0.60M0.0%-76.7%0.613%
11/15/2022Towerpoint Wealth LLC105,531$4.94M3.0%-3.3%5.025%
11/15/2022Flow Traders U.S. LLC11,285$0.53M0.0%N/A0.451%
11/15/2022Financial Advocates Investment Management15,272$0.72M0.1%-2.3%0.611%
11/15/2022Citadel Advisors LLC25,201$1.18M0.0%N/A1.008%
11/14/2022Royal Bank of Canada46,733$2.19M0.0%+8.1%1.869%
11/10/2022UBS Group AG9,528$0.45M0.0%+1,066.2%0.381%
11/4/2022Citizens Business Bank81,969$3.84M0.9%N/A3.279%
11/3/2022Mutual Advisors LLC28,274$1.32M0.1%+4.9%1.131%
11/1/2022Kestra Advisory Services LLC6,189$0.29M0.0%-17.5%0.248%
10/31/2022Integral Investment Advisors Inc.19,750$0.93M0.8%+10.6%0.790%
10/24/2022Miracle Mile Advisors LLC498,854$23.36M1.1%+10.0%19.954%
10/21/2022TriaGen Wealth Management LLC9,665$0.45M0.3%N/A0.387%
10/21/2022KCS Wealth Advisory7,194$0.34M0.2%+47.9%0.288%
10/19/2022Warren Street Wealth Advisors LLC11,469$0.54M0.5%-3.5%0.459%
10/18/2022Allworth Financial LP111,421$5.22M0.1%-48.0%4.457%
10/17/2022Cambridge Investment Research Advisors Inc.13,217$0.62M0.0%-6.8%0.529%
8/23/2022WCG Wealth Advisors LLC6,383$0.31M0.0%N/A0.261%
8/16/2022Jane Street Group LLC55,098$2.67M0.0%-30.7%2.249%
8/15/2022Mutual Advisors LLC26,951$1.30M0.1%+1.0%1.100%
8/12/2022LPL Financial LLC188,285$9.11M0.0%-23.2%7.685%
8/12/2022Financial Advocates Investment Management15,624$0.76M0.1%-2.6%0.638%
8/11/2022UBS Group AG817$40K0.0%N/A0.033%
8/9/2022SeaCrest Wealth Management LLC838$41K0.0%N/A0.034%
8/8/2022Towerpoint Wealth LLC109,181$5.28M3.2%-0.2%4.456%
8/2/2022Summit Wealth & Retirement Planning Inc.5,621$0.27M0.1%+21.7%0.229%
8/2/2022Running Point Capital Advisors LLC38,900$1.88M1.2%+14.3%1.588%
8/2/2022Steel Peak Wealth Management LLC5,050$0.24M0.0%-30.3%0.206%
8/1/2022Integral Investment Advisors Inc.17,850$0.86M0.7%+13.9%0.729%
7/18/2022Warren Street Wealth Advisors LLC11,887$0.58M0.6%N/A0.485%
7/18/2022Brinker Capital Investments LLC39,299$1.90M0.0%N/A1.604%
7/15/2022Miracle Mile Advisors LLC453,643$21.95M1.0%+121.1%18.516%
7/14/2022Orion Portfolio Solutions LLC7,828$0.38M0.0%N/A0.320%
7/13/2022Allworth Financial LP214,151$10.36M0.1%-1.1%8.741%
7/13/2022Cambridge Investment Research Advisors Inc.14,177$0.69M0.0%+9.0%0.579%
5/17/2022Jane Street Group LLC79,556$4.05M0.0%+256.3%3.182%
5/17/2022Royal Bank of Canada41,402$2.11M0.0%-32.3%1.656%
5/12/2022Summit Wealth & Retirement Planning Inc.4,620$0.24M0.1%N/A0.185%
5/12/2022Running Point Capital Advisors LLC34,021$1.73M1.0%+87.8%1.361%
5/12/2022HighTower Advisors LLC29,835$1.52M0.0%-1.2%1.193%
5/10/2022Strategic Wealth Advisors Group LLC16,629$0.85M0.0%+26.4%0.665%
5/9/2022Mutual Advisors LLC26,690$1.36M0.1%+1.1%1.047%
5/4/2022Advisor Group Holdings Inc.20,052$1.02M0.0%-7.6%0.872%
5/2/2022Integral Investment Advisors Inc.15,675$0.80M0.5%+27.2%0.682%
4/26/2022Kestra Advisory Services LLC12,081$0.62M0.0%+4.0%0.537%
4/25/2022Miracle Mile Advisors LLC205,155$10.45M0.4%N/A9.118%
4/22/2022Allworth Financial LP216,527$11.03M0.1%-0.3%9.623%
4/16/2022KCS Wealth Advisory4,732$0.24M0.1%N/A0.197%
4/14/2022SimpliFi Inc.12,422$0.63M0.3%+23.8%0.518%
4/11/2022Karp Capital Management Corp67,109$3.42M0.5%-22.2%2.796%
2/14/2022LPL Financial LLC272,341$14.91M0.0%+0.6%12.104%
2/14/2022Mutual Advisors LLC26,389$1.44M0.1%+17.9%1.173%
2/10/2022OLD Mission Capital LLC9,332$0.51M0.0%+29.9%0.415%
2/10/2022Running Point Capital Advisors LLC18,115$0.99M0.6%+29.0%0.805%
2/10/2022HighTower Advisors LLC30,202$1.65M0.0%+8.0%1.342%
2/4/2022Wintrust Investments LLC11,400$0.62M0.1%N/A0.507%
2/4/2022Towerpoint Wealth LLC109,781$6.01M2.8%+0.4%4.879%
2/4/2022Karp Capital Management Corp86,287$4.72M0.6%+17.4%3.835%
2/3/2022Cambridge Investment Research Advisors Inc.12,997$0.71M0.0%+1.5%0.578%
2/3/2022Advisor Group Holdings Inc.21,690$1.19M0.0%-4.1%0.964%
2/2/2022Intelligence Driven Advisers LLC9,412$0.51M0.1%N/A0.418%
1/31/2022Steel Peak Wealth Management LLC7,250$0.40M0.0%+11.5%0.322%
1/28/2022Integral Investment Advisors Inc.12,325$0.68M0.5%N/A0.548%
1/21/2022Allworth Financial LP217,282$11.89M0.2%N/A9.876%
1/20/2022Kestra Advisory Services LLC11,621$0.64M0.0%+7.3%0.528%
1/20/2022SimpliFi Inc.10,033$0.55M0.2%+125.7%0.456%
1/20/2022Parallel Advisors LLC1,000$55K0.0%-50.0%0.045%
1/19/2022Intelligence Driven Advisers LLC9,412$0.51M0.0%N/A0.428%
11/17/2021Strategic Wealth Advisors Group LLC14,721$0.80M0.0%+13.6%0.701%
11/16/2021Jane Street Group LLC73,338$4M0.0%N/A3.492%
11/16/2021LPL Financial LLC270,633$14.76M0.0%+16.9%12.887%
11/15/2021Royal Bank of Canada54,133$2.95M0.0%+44.8%2.578%
11/12/2021OLD Mission Capital LLC7,184$0.39M0.0%N/A0.342%
11/5/2021Advisor Group Holdings Inc.22,607$1.23M0.0%-7.0%1.077%
11/4/2021Financial Advocates Investment Management11,415$0.62M0.0%+2.1%0.544%
11/2/2021Cambridge Investment Research Advisors Inc.12,803$0.70M0.0%+4.0%0.610%
10/29/2021Commonwealth Equity Services LLC8,827$0.48M0.0%-96.3%0.420%
10/26/2021Karp Capital Management Corp73,474$4.01M0.6%-90.6%3.499%
10/20/2021Hochman Cole Investment Advisors Inc.5,281$0.29M0.1%N/A0.251%
10/19/2021Kestra Advisory Services LLC10,828$0.59M0.0%-13.5%0.516%
10/14/2021SimpliFi Inc.4,446$0.24M0.1%N/A0.212%
(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, 45 institutional investors and hedge funds held shares of First Trust California Municipal High Income ETF. The most heavily invested institutionals were LPL Financial LLC ($11M), Jane Street Group LLC ($5.06M), Towerpoint Wealth LLC ($4.94M), Citizens Business Bank ($4.07M), Karp Capital Management Corp ($3.42M), Miracle Mile Advisors LLC ($3.19M), and Allworth Financial LP ($3.16M).Learn more on FCAL's institutional investors.

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

54.39% of First Trust California Municipal High Income ETF 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 stock?

Of the 43 institutional investors that purchased First Trust California Municipal High Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Miracle Mile Advisors LLC ($0.50M), Jane Street Group LLC ($0.23M), Allworth Financial LP ($0.22M), LPL Financial LLC ($0.13M), Citizens Business Bank ($84.08K), Redhawk Wealth Advisors Inc. ($51.43K), and Brinker Capital Investments LLC ($39.30K).

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

Institutional investors have bought a total of 1,625,311 shares in the last 24 months. This purchase volume represents approximately $83.11M in transactions.

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

Of the 19 institutional investors that sold First Trust California Municipal High Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Karp Capital Management Corp ($0.73M), Miracle Mile Advisors LLC ($0.43M), Commonwealth Equity Services LLC ($0.28M), Allworth Financial LP ($0.15M), Jane Street Group LLC ($66.69K), LPL Financial LLC ($56.93K), and Royal Bank of Canada ($19.74K).

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

Institutional investors have sold a total of 1,777,644 shares in the last 24 months. This volume of shares sold represents approximately $91.93M in transactions.

This page (NASDAQ:FCAL) was last updated on 3/26/2023 by MarketBeat.com Staff