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

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$49.00
-0.04 (-0.08%)
(As of 04/26/2024 ET)
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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)
25
Total
Institutional Inflows
(last 12 months)
$80.91M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.86M
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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
4/23/2024 Twin Peaks Wealth Advisors LLC8,071$401K0.2%-39.9%0.183%
4/22/2024 Johnson Bixby & Associates LLC4,033$200K0.0%N/A0.092%
4/18/2024 Miracle Mile Advisors LLC1,330,261$66.05M1.7%+30.7%30.233%
4/18/2024 Citizens Business Bank89,884$4.46M0.9%-21.3%2.043%
4/16/2024 Towerpoint Wealth LLC8,661$430K0.2%+37.3%0.197%
4/12/2024 Southland Equity Partners LLC56,171$2.79M0.8%+24.6%1.277%
3/19/2024Warren Street Wealth Advisors LLC9,418$470K0.3%-9.0%0.219%
2/28/2024EP Wealth Advisors LLC6,165$308K0.0%N/A0.143%
2/6/2024Private Advisor Group LLC4,100$205K0.0%N/A0.095%
2/5/2024 Citizens Business Bank114,249$5.70M1.3%+27.5%2.657%
1/29/2024Signature Estate & Investment Advisors LLC4,011$200K0.0%N/A0.093%
1/25/2024 International Assets Investment Management LLC34,937$1.74M0.0%N/A0.812%
1/24/2024 Stratos Wealth Advisors LLC6,357$317K0.0%-32.0%0.148%
1/24/2024Allworth Financial LP14,564$727K0.0%-9.5%0.339%
1/24/2024 International Assets Investment Management LLC34,937$1.74M0.0%N/A0.812%
1/23/2024 Towerpoint Wealth LLC6,308$315K0.2%-4.0%0.147%
1/23/2024 TriaGen Wealth Management LLC12,370$617K0.3%+3.7%0.288%
1/22/2024 Miracle Mile Advisors LLC1,017,719$50.79M1.4%+83.0%23.668%
1/19/2024 Flagstar Advisors Inc.19,304$963K0.3%+13.8%0.449%
1/17/2024 Twin Peaks Wealth Advisors LLC13,435$671K0.4%N/A0.312%
1/12/2024Mutual Advisors LLC28,930$1.44M0.1%+21.4%0.673%
1/12/2024 Advisor Resource Council4,261$213K0.0%N/A0.099%
1/11/2024 Cypress Wealth Services LLC4,250$212K0.1%N/A0.120%
1/9/2024 Southland Equity Partners LLC45,092$2.25M0.7%+6.5%1.270%
11/14/2023Mutual Advisors LLC23,840$1.13M0.0%-10.9%0.757%
11/13/2023Mariner LLC34,310$1.62M0.0%-0.7%1.089%
11/13/2023LPL Financial LLC429,522$20.29M0.0%+22.8%13.636%
11/13/2023Kestra Advisory Services LLC6,034$285K0.0%+13.7%0.192%
11/8/2023HighTower Advisors LLC20,056$947K0.0%-4.4%0.637%
11/3/2023 Citizens Business Bank89,573$4.23M1.0%+2.5%2.844%
10/31/2023Allworth Financial LP16,087$760K0.0%-34.8%0.511%
10/27/2023Financial Advocates Investment Management14,754$697K0.0%+2.4%0.468%
10/25/2023 Miracle Mile Advisors LLC556,078$26.27M0.8%+19.6%17.653%
10/24/2023 Cambridge Investment Research Advisors Inc.16,130$762K0.0%-3.4%0.512%
10/23/2023 TriaGen Wealth Management LLC11,933$564K0.3%+2.2%0.379%
10/11/2023 Towerpoint Wealth LLC6,570$310K0.2%-3.6%0.209%
10/5/2023Integral Investment Advisors Inc.14,825$700K0.5%+13.6%0.486%
8/14/2023Perennial Investment Advisors LLC13,796$676K0.1%+35.1%0.452%
8/10/2023Integral Investment Advisors Inc.13,050$639K0.4%+7.4%0.428%
8/10/2023Cetera Investment Advisers6,368$312K0.0%N/A0.209%
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8/8/2023 Citizens Business Bank87,398$4.28M1.0%-0.3%2.866%
8/2/2023Bank of Montreal Can9,730$478K0.0%N/A0.319%
7/31/2023LPL Financial LLC349,845$17.14M0.0%+41.2%11.470%
7/31/2023Mutual Advisors LLC26,762$1.31M0.0%-2.4%0.877%
7/20/2023 Towerpoint Wealth LLC6,815$334K0.2%+28.5%0.227%
7/18/2023Allworth Financial LP24,662$1.21M0.0%-43.1%0.822%
7/18/2023 Stratos Wealth Advisors LLC9,347$458K0.0%N/A0.312%
7/17/2023Warren Street Wealth Advisors LLC10,355$507K0.3%-3.3%0.345%
7/13/2023 Miracle Mile Advisors LLC465,008$22.78M0.7%+227.7%15.763%
7/13/2023 Cambridge Investment Research Advisors Inc.16,701$818K0.0%+7.8%0.566%
5/12/2023Perennial Investment Advisors LLC10,213$503K0.1%+16.7%0.417%
5/11/2023Financial Advocates Investment Management16,550$815K0.1%+7.1%0.676%
5/10/2023Ameritas Investment Partners Inc.1,567$77K0.0%-68.5%0.064%
5/10/2023LPL Financial LLC247,804$12.20M0.0%+9.0%10.114%
5/9/2023 Citizens Business Bank87,648$4.32M1.0%+4.2%3.577%
4/28/2023Avantax Advisory Services Inc.10,805$532K0.0%N/A0.450%
4/28/2023Warren Street Wealth Advisors LLC10,709$527K0.4%-12.8%0.446%
4/20/2023 Miracle Mile Advisors LLC141,901$6.99M0.2%+115.0%5.913%
4/18/2023Allworth Financial LP43,320$2.13M0.0%-33.6%1.805%
4/18/2023Integral Investment Advisors Inc.12,150$598K0.4%-38.5%0.506%
4/11/2023Mutual Advisors LLC27,408$1.35M0.1%-4.4%1.166%
3/6/2023Rockefeller Capital Management L.P.4,100$198K0.0%N/A0.171%
2/10/2023Perennial Investment Advisors LLC8,750$423K0.2%+47.1%0.398%
2/9/2023Running Point Capital Advisors LLC23,095$1.12M0.7%-20.3%1.050%
2/9/2023 TriaGen Wealth Management LLC11,761$569K0.3%+21.7%0.535%
2/9/2023HighTower Advisors LLC20,520$993K0.0%-3.2%0.933%
2/8/2023 Cambridge Investment Research Advisors Inc.14,647$709K0.0%+10.8%0.666%
2/8/2023 Citizens Business Bank84,082$4.07M0.9%+2.6%3.822%
2/7/2023LPL Financial LLC227,283$11.00M0.0%+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$594K0.5%+7.0%0.571%
1/20/2023 Miracle 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%
11/15/2022 Towerpoint Wealth LLC105,531$4.94M3.0%-3.3%5.025%
11/15/2022Flow Traders U.S. LLC11,285$528K0.0%N/A0.451%
11/15/2022Financial Advocates Investment Management15,272$715K0.1%-2.3%0.611%
11/4/2022 Citizens 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$290K0.0%-17.5%0.248%
10/31/2022Integral Investment Advisors Inc.19,750$925K0.8%+10.6%0.790%
10/24/2022 Miracle Mile Advisors LLC498,854$23.36M1.1%+10.0%19.954%
10/21/2022 TriaGen Wealth Management LLC9,665$453K0.3%N/A0.387%
10/21/2022KCS Wealth Advisory7,194$337K0.2%+47.9%0.288%
10/19/2022Warren Street Wealth Advisors LLC11,469$537K0.5%-3.5%0.459%
10/18/2022Allworth Financial LP111,421$5.22M0.1%-48.0%4.457%
10/17/2022 Cambridge Investment Research Advisors Inc.13,217$619K0.0%-6.8%0.529%
8/23/2022WCG Wealth Advisors LLC6,383$309K0.0%N/A0.261%
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%
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8/12/2022Financial Advocates Investment Management15,624$756K0.1%-2.6%0.638%
8/9/2022 SeaCrest Wealth Management LLC838$41K0.0%N/A0.034%
8/8/2022 Towerpoint Wealth LLC109,181$5.28M3.2%-0.2%4.456%
8/2/2022Summit Wealth & Retirement Planning Inc.5,621$272K0.1%+21.7%0.229%
8/2/2022Running Point Capital Advisors LLC38,900$1.88M1.2%+14.3%1.588%
8/2/2022 Steel Peak Wealth Management LLC5,050$244K0.0%-30.3%0.206%
8/1/2022Integral Investment Advisors Inc.17,850$863K0.7%+13.9%0.729%
7/18/2022Warren Street Wealth Advisors LLC11,887$575K0.6%N/A0.485%
7/18/2022Brinker Capital Investments LLC39,299$1.90M0.0%N/A1.604%
7/15/2022 Miracle Mile Advisors LLC453,643$21.95M1.0%+121.1%18.516%
(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, 43 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 ($66.05M), LPL Financial LLC ($20.29M), Citizens Business Bank ($4.46M), Southland Equity Partners LLC ($2.79M), Brinker Capital Investments LLC ($1.90M), International Assets Investment Management LLC ($1.74M), and Mariner LLC ($1.62M).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 37 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 ($1.56M), LPL Financial LLC ($231.41K), Citizens Business Bank ($114.50K), International Assets Investment Management LLC ($69.87K), Brinker Capital Investments LLC ($39.30K), Magnus Financial Group LLC ($28.10K), and Running Point Capital Advisors LLC ($20.79K).

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

Institutional investors have bought a total of 2,257,230 shares in the last 24 months. This purchase volume represents approximately $143.88M 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: Miracle Mile Advisors LLC ($432.86K), Allworth Financial LP ($201.96K), LPL Financial LLC ($56.93K), Citizens Business Bank ($24.62K), Integral Investment Advisors Inc. ($7.60K), Running Point Capital Advisors LLC ($5.89K), and Twin Peaks Wealth Advisors LLC ($5.36K).

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

Institutional investors have sold a total of 763,430 shares in the last 24 months. This volume of shares sold represents approximately $70.32M in transactions.


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This page (NASDAQ:FCAL) was last updated on 4/26/2024 by MarketBeat.com Staff

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