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

First Trust California Municipal High Income ETF logo
$49.93 +0.13 (+0.26%)
(As of 11/20/2024 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)
34
Total
Institutional Inflows
(last 12 months)
$81.17M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$3.20M
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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
11/19/2024 Citizens Business Bank94,928$4.76M1.0%-3.0%1.808%
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%
8/2/2024Larson Financial Group LLC900$45K0.0%N/A0.018%
7/31/2024Commonwealth 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%
4/30/2024Commonwealth 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%
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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%
2/28/2024 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%
1/24/2024Stratos 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%
1/23/2024TriaGen 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%
11/13/2023 LPL Financial LLC429,522$20.29M0.0%+22.8%13.636%
11/13/2023 Kestra Advisory Services LLC6,034$285K0.0%+13.7%0.192%
11/8/2023 HighTower Advisors LLC20,056$947K0.0%-4.4%0.637%
11/3/2023 Citizens Business Bank89,573$4.23M1.0%+2.5%2.844%
10/31/2023 Allworth Financial LP16,087$760K0.0%-34.8%0.511%
10/27/2023 Financial 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%
10/23/2023TriaGen Wealth Management LLC11,933$564K0.3%+2.2%0.379%
10/11/2023 Towerpoint Wealth LLC6,570$310K0.2%-3.6%0.209%
10/5/2023 Integral Investment Advisors Inc.14,825$700K0.5%+13.6%0.486%
8/14/2023 Perennial Investment Advisors LLC13,796$676K0.1%+35.1%0.452%
8/10/2023 Integral Investment Advisors Inc.13,050$639K0.4%+7.4%0.428%
8/10/2023 Cetera Investment Advisers6,368$312K0.0%N/A0.209%
8/8/2023 Citizens Business Bank87,398$4.28M1.0%-0.3%2.866%
8/2/2023 Bank of Montreal Can9,730$478K0.0%N/A0.319%
7/31/2023 LPL Financial LLC349,845$17.14M0.0%+41.2%11.470%
7/31/2023 Mutual Advisors LLC26,762$1.31M0.0%-2.4%0.877%
7/20/2023 Towerpoint Wealth LLC6,815$334K0.2%+28.5%0.227%
7/18/2023 Allworth Financial LP24,662$1.21M0.0%-43.1%0.822%
7/18/2023Stratos 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%
5/12/2023 Perennial Investment Advisors LLC10,213$503K0.1%+16.7%0.417%
5/11/2023 Financial Advocates Investment Management16,550$815K0.1%+7.1%0.676%
5/10/2023 Ameritas Investment Partners Inc.1,567$77K0.0%-68.5%0.064%
5/10/2023 LPL Financial LLC247,804$12.20M0.0%+9.0%10.114%
5/9/2023 Citizens Business Bank87,648$4.32M1.0%+4.2%3.577%
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4/28/2023 Avantax 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%
4/18/2023 Allworth Financial LP43,320$2.13M0.0%-33.6%1.805%
4/18/2023 Integral Investment Advisors Inc.12,150$598K0.4%-38.5%0.506%
4/11/2023 Mutual Advisors LLC27,408$1.35M0.1%-4.4%1.166%
3/6/2023 Rockefeller Capital Management L.P.4,100$198K0.0%N/A0.171%
2/10/2023 Perennial Investment Advisors LLC8,750$423K0.2%+47.1%0.398%
2/9/2023 Running Point Capital Advisors LLC23,095$1.12M0.7%-20.3%1.050%
2/9/2023TriaGen Wealth Management LLC11,761$569K0.3%+21.7%0.535%
(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, 44 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 ($90.08M), LPL Financial LLC ($32.91M), Citizens Business Bank ($4.76M), Southland Equity Partners LLC ($3.53M), Cetera Investment Advisers ($2.12M), Mariner LLC ($1.62M), and Running Point Capital Advisors LLC ($1.57M).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 40 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 ($1.73M), LPL Financial LLC ($314.27K), International Assets Investment Management LLC ($70.57K), Citizens Business Bank ($32.53K), Ignite Planners LLC ($31.30K), Magnus Financial Group LLC ($29.31K), and Southland Equity Partners LLC ($28.99K).

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

Institutional investors have bought a total of 2,449,852 shares in the last 24 months. This purchase volume represents approximately $129.95M in transactions.

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

Of the 16 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 ($97.99K), Citizens Business Bank ($27.53K), Flagstar Advisors Inc. ($14.83K), Catalina Capital Group LLC ($9.92K), Integral Investment Advisors Inc. ($7.60K), and Running Point Capital Advisors LLC ($5.89K).

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

Institutional investors have sold a total of 619,018 shares in the last 24 months. This volume of shares sold represents approximately $55.33M in transactions.


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This page (NASDAQ:FCAL) was last updated on 11/21/2024 by MarketBeat.com Staff
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