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

First Trust California Municipal High Income ETF logo
$48.62 -0.07 (-0.13%)
Closing price 03/28/2025 03:55 PM Eastern
Extended Trading
$48.47 -0.15 (-0.30%)
As of 03/28/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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)
43
Total
Institutional Inflows
(last 12 months)
$71.60M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$5.12M
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FCAL Institutional Buying and Selling by Quarter

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First Trust California Municipal High Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC6,877$340K0.0%+4.1%0.125%
3/12/2025 Centaurus Financial Inc.12,665$625K0.0%N/A0.230%
2/24/2025 Ameriflex Group Inc.1,543$76K0.0%N/A0.028%
2/18/2025 GTS Securities LLC14,306$706K0.0%+232.9%0.260%
2/17/2025 Citizens Business Bank128,886$6.36M1.2%+35.8%2.343%
2/17/2025 Cetera Investment Advisers52,388$2.59M0.0%+13.0%0.953%
2/14/2025 Jane Street Group LLC41,685$2.06M0.0%+48.5%0.758%
2/14/2025 MGO One Seven LLC13,600$671K0.0%+67.9%0.247%
2/13/2025 Guggenheim Capital LLC57,315$2.83M0.0%+248.7%1.042%
2/13/2025 Mariner LLC47,146$2.33M0.0%+11.7%0.857%
2/13/2025 Entruity Wealth LLC21,587$1.07M1.1%N/A0.392%
2/13/2025 Townsquare Capital LLC9,067$448K0.0%+12.0%0.165%
2/13/2025 Rockefeller Capital Management L.P.28,000$1.38M0.0%+40.0%0.509%
2/13/2025 Envestnet Asset Management Inc.5,914$292K0.0%-67.8%0.108%
2/12/2025 OLD Mission Capital LLC41,897$2.07M0.0%N/A0.762%
2/11/2025 LPL Financial LLC760,481$37.55M0.0%+1.1%13.827%
2/10/2025 Commonwealth Equity Services LLC19,584$967K0.0%+8.9%0.356%
2/10/2025 Avantax Advisory Services Inc.6,477$320K0.0%+3.7%0.118%
2/10/2025 Farther Finance Advisors LLC6,000$296K0.0%N/A0.109%
2/7/2025 HighTower Advisors LLC20,773$1.03M0.0%+32.4%0.378%
2/7/2025 Guild 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%
2/6/2025 Steward Partners Investment Advisory LLC5,368$265K0.0%+5.3%0.098%
2/4/2025 Twin Peaks Wealth Advisors LLC20,040$989K0.4%+46.9%0.364%
2/4/2025 Integral Investment Advisors Inc.25,547$1.26M0.4%-3.2%0.464%
2/3/2025 Private Advisor Group LLC5,106$252K0.0%+22.2%0.093%
1/30/2025 Allworth Financial LP1,380$68K0.0%-47.4%0.025%
1/24/2025 Catalina Capital Group LLC23,530$1.16M0.4%-1.0%0.424%
1/23/2025 TriaGen Wealth Management LLC10,927$539K0.2%-8.8%0.197%
1/22/2025 Kingswood Wealth Advisors LLC7,222$357K0.0%N/A0.130%
1/21/2025 Southland Equity Partners LLC43,345$2.14M0.5%-39.5%0.781%
1/17/2025 Mutual 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%
1/17/2025 Atomi 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%
1/14/2025 Ignite Planners LLC46,136$2.28M0.5%+47.4%0.831%
1/13/2025 Miracle Mile Advisors LLC1,909,177$94.26M1.9%+6.4%34.400%
12/26/2024 JPMorgan Chase & Co.2,470$124K0.0%N/A0.047%
11/19/2024 Citizens Business Bank94,928$4.76M1.0%-3.0%1.808%
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11/15/2024 Jane Street Group LLC28,074$1.41M0.0%+24.1%0.535%
11/15/2024 HighTower Advisors LLC15,688$788K0.0%+9.0%0.299%
11/14/2024 Rockefeller Capital Management L.P.20,000$1.00M0.0%N/A0.381%
11/14/2024 CreativeOne Wealth LLC5,543$278K0.0%N/A0.106%
11/13/2024 Townsquare Capital LLC8,094$406K0.0%N/A0.154%
11/12/2024 Flagstar Advisors Inc.4,755$239K0.1%-75.7%0.091%
11/12/2024 Running Point Capital Advisors LLC31,348$1.57M0.6%+0.8%0.597%
10/30/2024 Catalina Capital Group LLC23,774$1.19M0.4%-10.1%0.457%
10/25/2024 Twin 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%
10/23/2024 Allworth 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%
10/8/2024 Blue Zone Wealth Advisors LLC14,787$742K0.2%N/A0.287%
10/8/2024 Ignite Planners LLC31,303$1.57M0.4%+1.1%0.608%
10/7/2024 Miracle Mile Advisors LLC1,795,137$90.08M2.1%+4.5%34.857%
8/22/2024 Cetera Investment Advisers42,826$2.12M0.0%+17.4%0.865%
8/10/2024 Perennial Investment Advisors LLC6,526$323K0.0%+4.0%0.132%
8/8/2024 LPL Financial LLC664,470$32.91M0.0%+14.2%13.424%
8/2/2024 Larson Financial Group LLC900$45K0.0%N/A0.018%
7/31/2024 Commonwealth Equity Services LLC18,395$911K0.0%+5.6%0.372%
7/30/2024 Integral Investment Advisors Inc.23,297$1.15M0.4%+7.1%0.471%
7/30/2024 International Assets Investment Management LLC700$35K0.0%N/A0.014%
7/26/2024 Harbour Investments Inc.6,708$332K0.0%+7.5%0.136%
7/24/2024 Catalina Capital Group LLC26,450$1.31M0.5%-17.1%0.534%
7/18/2024 Miracle Mile Advisors LLC1,717,241$85.04M2.1%+29.1%34.692%
7/12/2024 Ignite Planners LLC30,971$1.53M0.4%N/A0.632%
7/12/2024 Southland Equity Partners LLC71,344$3.53M1.0%+27.0%1.456%
5/24/2024 Cetera Investment Advisers36,476$1.81M0.0%+34.3%0.829%
5/9/2024 New Insight Wealth Advisors19,623$974K0.6%+62.2%0.446%
5/8/2024 Avantax Advisory Services Inc.4,930$245K0.0%N/A0.112%
5/3/2024 Catalina Capital Group LLC31,914$1.59M0.7%-5.3%0.725%
5/2/2024 Mutual Advisors LLC29,550$1.47M0.0%+2.1%0.672%
4/30/2024 Commonwealth Equity Services LLC17,426$865K0.0%+79.4%0.396%
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%
3/19/2024 Warren Street Wealth Advisors LLC9,418$470K0.3%-9.0%0.219%
2/28/2024 EP Wealth Advisors LLC6,165$308K0.0%N/A0.143%
2/6/2024 Private Advisor Group LLC4,100$205K0.0%N/A0.095%
2/5/2024 Citizens Business Bank114,249$5.70M1.3%+27.5%2.657%
1/29/2024 Signature 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%
1/24/2024 Allworth 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%
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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%
1/12/2024 Mutual 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%
11/14/2023 Mutual Advisors LLC23,840$1.13M0.0%-10.9%0.757%
11/13/2023 Mariner LLC34,310$1.62M0.0%-0.7%1.089%
(Data available from 1/1/2016 forward)

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FCAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FCAL shares?

During the previous two years, 59 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 ($94.26M), LPL Financial LLC ($37.55M), Citizens Business Bank ($6.36M), Guggenheim Capital LLC ($2.83M), Cetera Investment Advisers ($2.59M), Mariner LLC ($2.33M), and Ignite Planners LLC ($2.28M).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 54 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 ($1.84M), LPL Financial LLC ($293.66K), International Assets Investment Management LLC ($70.57K), Citizens Business Bank ($64.38K), Ignite Planners LLC ($46.14K), OLD Mission Capital LLC ($41.90K), and Guggenheim Capital LLC ($40.88K).

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

Institutional investors have bought a total of 2,794,444 shares in the last 24 months. This purchase volume represents approximately $143.60M in transactions.

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

Of the 17 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: Allworth Financial LP ($53.10K), Southland Equity Partners LLC ($28.30K), Citizens Business Bank ($27.53K), Flagstar Advisors Inc. ($14.83K), Envestnet Asset Management Inc. ($12.44K), Catalina Capital Group LLC ($10.17K), and Integral Investment Advisors Inc. ($8.45K).

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

Institutional investors have sold a total of 178,008 shares in the last 24 months. This volume of shares sold represents approximately $10.54M in transactions.



This page (NASDAQ:FCAL) was last updated on 3/29/2025 by MarketBeat.com Staff
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