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FCAL · First Trust California Municipal High Income ETF · Holdings ETF

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$46.47 +0.23 (+0.50%) At close · Oct 1
Volume · Oct 1 73.6K Avg daily vol (3M) 24.45K

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 →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 86
Total Value: $144,680,422
Total Shares: 2,913,890

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 86 13F filers · Δ vs Mar 31, 2026
Top Holder
35.4%
Sep 2023 → Jun 2026 · range 25.9% – 46.8%
+2.2 pts
Top 5
53.7%
Sep 2023 → Jun 2026 · range 53.7% – 76.6%
−0.7 pts
Top 10
64.7%
Sep 2023 → Jun 2026 · range 64.7% – 84.4%
−3.1 pts
HHI
1,407
Sep 2023 → Jun 2026 · range 1,109 – 2,593
Broadly held+111

Quarterly Activity

vs Mar 31, 2026
New
17
Increased
29
Decreased
27
Sold Out
8
Unchanged
13
Holder count: +9
Institutional value: +4.5%
Shares held: +2.9%

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
Ignite Planners, LLC +20,260 80,134
HighTower Advisors, LLC +15,359 43,481
Golden State Wealth Management, LLC +13,726 32,001

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Composition Wealth, LLC −110,106 33,370
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

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
SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,388 $1,730,119
OLD MISSION CAPITAL LLC 19,668 $961,568
Catalina Capital Group, LLC 16,540 $808,640
FLOW TRADERS U.S. LLC 12,152 $594,111
CLIFFORD SWAN INVESTMENT COUNSEL LLC 11,345 $554,657
Filter: New 17 Increased 29 Reduced 27 Sold out 8 Unchanged 13
Showing 86 of 86
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
LPL Financial LLC $51,280,535 35.44% 1,032,799
MORGAN STANLEY $10,732,130 7.42% 216,147
Citizens Business Bank $5,883,215 4.07% 118,489
Westside Investment Management, Inc. $5,153,132 3.56% 103,785
GUGGENHEIM CAPITAL LLC $4,628,410 3.20% 93,217
Cetera Investment Advisers $4,280,598 2.96% 86,212
Ignite Planners, LLC $3,978,813 2.75% 80,134
OSAIC HOLDINGS, INC. $2,748,783 1.90% 55,361
Elequin Capital, LP $2,685,775 1.86% 54,092
UBS Group AG $2,238,461 1.55% 45,083
CHANNEL WEALTH LLC $2,233,595 1.54% 44,985
Magnus Financial Group LLC $2,215,670 1.53% 44,624
HighTower Advisors, LLC $2,158,918 1.49% 43,481
Mariner, LLC $2,109,365 1.46% 42,483
INTEGRAL INVESTMENT ADVISORS, INC. $1,873,369 1.29% 37,730
Stonebridge Financial Group, LLC/CA $1,867,560 1.29% 37,613
Compound Planning, Inc. $1,739,955 1.20% 35,043
Cerity Partners LLC $1,706,787 1.18% 34,375
Hennion & Walsh Asset Management, Inc. $1,666,470 1.15% 33,563
Composition Wealth, LLC $1,656,887 1.15% 33,370
Golden State Wealth Management, LLC $1,588,913 1.10% 32,001
MGO ONE SEVEN LLC $1,548,894 1.07% 31,195
Southland Equity Partners LLC $1,495,965 1.03% 30,129
Navigation Group, LLC $1,466,521 1.01% 29,536
Rockefeller Capital Management L.P. $1,251,776 0.87% 25,211
Savvy Advisors, Inc. $1,008,928 0.70% 20,320
New Insight Wealth Advisors $987,925 0.68% 19,897
Warren Street Wealth Advisors, LLC $951,828 0.66% 19,170
COMMONWEALTH EQUITY SERVICES, LLC $916,228 0.63% 18,453
Cascade Financial Partners, LLC $898,850 0.62% 18,103
Mutual Advisors, LLC $843,935 0.58% 16,997
WCG Wealth Advisors LLC $805,256 0.56% 16,218
Cambridge Investment Research Advisors, Inc. $790,261 0.55% 15,916
JANE STREET GROUP, LLC $786,934 0.54% 15,849
Climber Capital SA $726,657 0.50% 14,635
Precision Wealth Strategies, LLC $668,365 0.46% 13,461
KINGSWOOD WEALTH ADVISORS, LLC $641,404 0.44% 12,918
RAYMOND JAMES FINANCIAL INC $637,779 0.44% 12,845
Guild Investment Management, Inc. $620,650 0.43% 12,500
Farther Finance Advisors, LLC $620,650 0.43% 12,500
CENTAURUS FINANCIAL, INC. $595,079 0.41% 11,985
Perennial Investment Advisors, LLC $575,119 0.40% 11,583
Private Advisor Group, LLC $566,231 0.39% 11,404
Quantinno Capital Management LP $531,077 0.37% 10,696
Arax Advisory Partners $499,995 0.35% 10,070
CLG LLC $495,129 0.34% 9,972
ROYAL BANK OF CANADA $493,242 0.34% 9,934
Inspire Advisors, LLC $468,963 0.32% 9,445
D.A. DAVIDSON & CO. $460,422 0.32% 9,273
SILVER OAK SECURITIES, INCORPORATED $454,365 0.31% 9,151
CRUX WEALTH ADVISORS $432,419 0.30% 8,709
Tidemark, LLC $424,673 0.29% 8,553
SeaCrest Wealth Management, LLC $387,633 0.27% 7,807
WESPAC Advisors SoCal, LLC $377,603 0.26% 7,605
NewEdge Advisors, LLC $358,586 0.25% 7,222
FORONJY FINANCIAL LLC $351,734 0.24% 7,084
Entruity Wealth, LLC $336,739 0.23% 6,782
Towerpoint Wealth, LLC $335,597 0.23% 6,759
Blue Zone Wealth Advisors, LLC $335,151 0.23% 6,750
ASL Financial, LLC $305,856 0.21% 6,160
HCR Wealth Advisors $301,635 0.21% 6,075
Steward Partners Investment Advisory, LLC $263,155 0.18% 5,300
Argyle Capital Partners, LLC $250,792 0.17% 5,051
VAQUERO PRIVATE WEALTH, LTD $250,742 0.17% 5,050
WEDBUSH SECURITIES INC $247,167 0.17% 4,978
TriaGen Wealth Management LLC $230,335 0.16% 4,639
WELLS FARGO & COMPANY/MN $226,711 0.16% 4,566
CITADEL ADVISORS LLC $223,434 0.15% 4,500
Cypress Wealth Services, LLC $221,795 0.15% 4,467
Gerald Baker Financial Group LLC $220,156 0.15% 4,434
ODonnell Financial Services, LLC $203,424 0.14% 4,097
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $203,374 0.14% 4,096
Johnson Bixby & Associates, LLC $200,246 0.14% 4,033
Rossby Financial, LCC $147,516 0.10% 2,971
Allworth Financial LP $141,855 0.10% 2,857
AMERIFLEX GROUP, INC. $91,607 0.06% 1,845
PRIVATE TRUST CO NA $79,343 0.05% 1,598
IFG Advisory, LLC $49,254 0.03% 992
Global Retirement Partners, LLC $46,077 0.03% 928
Larson Financial Group LLC $44,686 0.03% 900
FIFTH THIRD BANCORP $44,339 0.03% 893
Ameritas Investment Partners, Inc. $42,551 0.03% 857
HARBOUR INVESTMENTS, INC. $40,168 0.03% 809
Dunhill Financial, LLC $14,299 0.01% 288
ASSETMARK, INC $13,207 0.01% 266
Spectrum Wealth Advisory Group, LLC $794 0.00% 16