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FCAL · First Trust California Municipal High Income ETF ETF

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$47.97 +0.00 (+0.00%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 50
Total Value: $110,113,611
Total Shares: 2,217,708

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 50 13F filers · Δ vs Mar 31, 2026
Top Holder
46.6%
Sep 2023 → Jun 2026 · range 25.9% – 46.9%
+13.1 pts
Top 5
69.8%
Sep 2023 → Jun 2026 · range 54.6% – 76.6%
+15.1 pts
Top 10
80.7%
Sep 2023 → Jun 2026 · range 68.0% – 84.6%
+12.7 pts
HHI
2,368
Sep 2023 → Jun 2026 · range 1,156 – 2,604
Moderately concentrated+1,062

Quarterly Activity

vs Mar 31, 2026
New
13
Increased
14
Decreased
13
Sold Out
39
Unchanged
10
Holder count: -26
Institutional value: -20.1%
Shares held: -21.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
LPL Financial LLC +90,535 1,032,799
OSAIC HOLDINGS, INC. +26,822 55,361
HighTower Advisors, LLC +15,359 43,481
Arax Advisory Partners +7,670 10,070
WCG Wealth Advisors LLC +6,148 16,218

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Mariner, LLC −48,841 42,483
JANE STREET GROUP, LLC −14,332 15,849
Entruity Wealth, LLC −13,984 6,782
MORGAN STANLEY −12,808 216,147
Compound Planning, Inc. −8,636 35,043

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Elequin Capital, LP 54,092 $2,685,775
Stonebridge Financial Group, LLC/CA 37,613 $1,867,560
Savvy Advisors, Inc. 20,320 $1,008,928
Cascade Financial Partners, LLC 18,103 $898,850
Precision Wealth Strategies, LLC 13,461 $668,365

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Composition Wealth, LLC 143,476 $7,014,541
Westside Investment Management, Inc. 105,885 $5,176,717
Ignite Planners, LLC 59,874 $2,927,239
Magnus Financial Group LLC 44,242 $2,162,991
Southland Equity Partners LLC 35,863 $1,753,342
Filter: New 13 Increased 14 Reduced 13 Sold out 39 Unchanged 10
Showing 50 of 50
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
LPL Financial LLC $51,280,535 46.57% 1,032,799
MORGAN STANLEY $10,732,130 9.75% 216,147
Citizens Business Bank $5,883,215 5.34% 118,489
GUGGENHEIM CAPITAL LLC $4,628,410 4.20% 93,217
Cetera Investment Advisers $4,280,598 3.89% 86,212
OSAIC HOLDINGS, INC. $2,748,783 2.50% 55,361
Elequin Capital, LP $2,685,775 2.44% 54,092
UBS Group AG $2,238,461 2.03% 45,083
CHANNEL WEALTH LLC $2,233,595 2.03% 44,985
HighTower Advisors, LLC $2,158,918 1.96% 43,481
Mariner, LLC $2,109,365 1.92% 42,483
Stonebridge Financial Group, LLC/CA $1,867,560 1.70% 37,613
Compound Planning, Inc. $1,739,955 1.58% 35,043
Cerity Partners LLC $1,706,787 1.55% 34,375
Rockefeller Capital Management L.P. $1,251,776 1.14% 25,211
Savvy Advisors, Inc. $1,008,928 0.92% 20,320
Cascade Financial Partners, LLC $898,850 0.82% 18,103
Mutual Advisors, LLC $843,935 0.77% 16,997
WCG Wealth Advisors LLC $805,256 0.73% 16,218
JANE STREET GROUP, LLC $786,934 0.71% 15,849
Precision Wealth Strategies, LLC $668,365 0.61% 13,461
RAYMOND JAMES FINANCIAL INC $637,779 0.58% 12,845
CENTAURUS FINANCIAL, INC. $595,079 0.54% 11,985
Perennial Investment Advisors, LLC $575,119 0.52% 11,583
Quantinno Capital Management LP $531,077 0.48% 10,696
Arax Advisory Partners $499,995 0.45% 10,070
ROYAL BANK OF CANADA $493,242 0.45% 9,934
Inspire Advisors, LLC $468,963 0.43% 9,445
SILVER OAK SECURITIES, INCORPORATED $454,365 0.41% 9,151
Tidemark, LLC $424,673 0.39% 8,553
NewEdge Advisors, LLC $358,586 0.33% 7,222
Entruity Wealth, LLC $336,739 0.31% 6,782
Steward Partners Investment Advisory, LLC $263,155 0.24% 5,300
Argyle Capital Partners, LLC $250,792 0.23% 5,051
WELLS FARGO & COMPANY/MN $226,711 0.21% 4,566
CITADEL ADVISORS LLC $223,434 0.20% 4,500
Gerald Baker Financial Group LLC $220,156 0.20% 4,434
ODonnell Financial Services, LLC $203,424 0.18% 4,097
Rossby Financial, LCC $147,516 0.13% 2,971
Allworth Financial LP $141,855 0.13% 2,857
Integrated Wealth Concepts LLC $129,045 0.12% 2,599
AMERIFLEX GROUP, INC. $91,607 0.08% 1,845
IFG Advisory, LLC $49,254 0.04% 992
Global Retirement Partners, LLC $46,077 0.04% 928
Larson Financial Group LLC $44,686 0.04% 900
FIFTH THIRD BANCORP $44,339 0.04% 893
Ameritas Investment Partners, Inc. $42,551 0.04% 857
HARBOUR INVESTMENTS, INC. $40,168 0.04% 809
Dunhill Financial, LLC $14,299 0.01% 288
Spectrum Wealth Advisory Group, LLC $794 0.00% 16