FCAL Institutional Ownership
First Trust California Municipal High Income ETF
1W: -0.0%
1M: -3.5%
3M: -6.6%
YTD: -5.4%
1Y: -4.2%
3Y: +5.0%
5Y: -4.7%
$46.45
-0.02 (-0.03%)
Weekly Expected Move ±1.0%
$45
$46
$46
$47
$47
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FCAL
94
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
145M
Total Invested
18
New Positions
29
Increased
34
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (102 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,032,799 | $48M | +90,535 | +9.6% | 36Q | SEC ↗ |
| 2 | MORGAN STANLEY | 216,147 | $10M | -12,808 | -5.6% | 26Q | SEC ↗ |
| 3 | Citizens Business Bank | 118,489 | $6M | -323 | -0.3% | 2Q | SEC ↗ |
| 4 | Westside Investment Management, Inc. | 103,785 | $5M | -2,100 | -2.0% | 16Q | SEC ↗ |
| 5 | GUGGENHEIM CAPITAL LLC | 93,217 | $4M | -3,798 | -3.9% | 8Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 86,212 | $4M | -109 | -0.1% | 13Q | SEC ↗ |
| 7 | Ignite Planners, LLC | 80,134 | $4M | +20,260 | +33.8% | 9Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 55,361 | $3M | +26,822 | +94.0% | 26Q | SEC ↗ |
| 9 | Elequin Capital, LP NEW | 54,092 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 10 | UBS Group AG | 45,083 | $2M | +2,434 | +5.7% | 17Q | SEC ↗ |
| 11 | CHANNEL WEALTH LLC | 44,985 | $2M | +3,901 | +9.5% | 10Q | SEC ↗ |
| 12 | Magnus Financial Group LLC | 44,624 | $2M | +382 | +0.9% | 15Q | SEC ↗ |
| 13 | HighTower Advisors, LLC | 43,481 | $2M | +15,359 | +54.6% | 30Q | SEC ↗ |
| 14 | Mariner, LLC | 42,483 | $2M | -48,841 | -53.5% | 15Q | SEC ↗ |
| 15 | INTEGRAL INVESTMENT ADVISORS, INC. | 37,730 | $2M | +4,975 | +15.2% | 19Q | SEC ↗ |
| 16 | Stonebridge Financial Group, LLC/CA NEW | 37,613 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Compound Planning, Inc. | 35,043 | $2M | -8,636 | -19.8% | 7Q | SEC ↗ |
| 18 | Cerity Partners LLC | 34,375 | $2M | -1,904 | -5.2% | 2Q | SEC ↗ |
| 19 | Hennion & Walsh Asset Management, Inc. | 33,563 | $2M | +8,581 | +34.3% | 4Q | SEC ↗ |
| 20 | Composition Wealth, LLC | 33,370 | $2M | -110,106 | -76.7% | 18Q | SEC ↗ |
| 21 | Golden State Wealth Management, LLC | 32,001 | $1M | +13,726 | +75.1% | 7Q | SEC ↗ |
| 22 | MGO ONE SEVEN LLC | 31,195 | $1M | +2,500 | +8.7% | 11Q | SEC ↗ |
| 23 | Southland Equity Partners LLC | 30,129 | $1M | -5,734 | -16.0% | 23Q | SEC ↗ |
| 24 | Navigation Group, LLC | 29,536 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 25,211 | $1M | +1,126 | +4.7% | 8Q | SEC ↗ |
| 26 | Savvy Advisors, Inc. NEW | 20,320 | $944K | — | +0.0% | 1Q | SEC ↗ |
| 27 | New Insight Wealth Advisors | 19,897 | $924K | -1,275 | -6.0% | 11Q | SEC ↗ |
| 28 | Warren Street Wealth Advisors, LLC | 19,170 | $890K | +5,689 | +42.2% | 17Q | SEC ↗ |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 18,453 | $857K | +25 | +0.1% | 13Q | SEC ↗ |
| 30 | Cascade Financial Partners, LLC NEW | 18,103 | $841K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Mutual Advisors, LLC | 16,997 | $789K | -2,605 | -13.3% | 23Q | SEC ↗ |
| 32 | Catalina Capital Group, LLC | 16,540 | $768K | +123 | +0.7% | 10Q | SEC ↗ |
| 33 | WCG Wealth Advisors LLC | 16,218 | $753K | +6,148 | +61.1% | 3Q | SEC ↗ |
| 34 | Cambridge Investment Research Advisors | 15,916 | $739K | -2,776 | -14.9% | 29Q | SEC ↗ |
| 35 | JANE STREET GROUP, LLC | 15,849 | $736K | -14,332 | -47.5% | 10Q | SEC ↗ |
| 36 | Climber Capital SA | 14,635 | $680K | — | +0.0% | 3Q | SEC ↗ |
| 37 | Precision Wealth Strategies, LLC NEW | 13,461 | $625K | — | +0.0% | 1Q | SEC ↗ |
| 38 | KINGSWOOD WEALTH ADVISORS, LLC | 12,918 | $600K | +8,495 | +192.1% | 7Q | SEC ↗ |
| 39 | RAYMOND JAMES FINANCIAL INC | 12,845 | $597K | +113 | +0.9% | 5Q | SEC ↗ |
| 40 | Guild Investment Management, Inc. | 12,500 | $581K | +1,500 | +13.6% | 7Q | SEC ↗ |
| 41 | Farther Finance Advisors, LLC | 12,500 | $581K | +1,500 | +13.6% | 7Q | SEC ↗ |
| 42 | CENTAURUS FINANCIAL, INC. | 11,985 | $557K | — | +0.0% | 7Q | SEC ↗ |
| 43 | Perennial Investment Advisors, LLC | 11,583 | $538K | +2,194 | +23.4% | 16Q | SEC ↗ |
| 44 | Private Advisor Group, LLC NEW | 11,404 | $530K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Quantinno Capital Management LP | 10,696 | $497K | — | +0.0% | 4Q | SEC ↗ |
| 46 | Arax Advisory Partners | 10,070 | $468K | +7,670 | +319.6% | 3Q | SEC ↗ |
| 47 | CLG LLC | 9,972 | $463K | -314 | -3.1% | 6Q | SEC ↗ |
| 48 | ROYAL BANK OF CANADA | 9,934 | $461K | -4,064 | -29.0% | 36Q | SEC ↗ |
| 49 | Inspire Advisors, LLC | 9,445 | $439K | +43 | +0.5% | 5Q | SEC ↗ |
| 50 | D.A. DAVIDSON & CO. | 9,273 | $431K | -26 | -0.3% | 5Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| Elequin Capital, LP | 54,092 | $3M |
| Stonebridge Financial Group, LLC/CA | 37,613 | $2M |
| Savvy Advisors, Inc. | 20,320 | $944K |
| Cascade Financial Partners, LLC | 18,103 | $841K |
| Precision Wealth Strategies, LLC | 13,461 | $625K |
| Private Advisor Group, LLC | 11,404 | $530K |
| SILVER OAK SECURITIES, INCORPORATED | 9,151 | $425K |
| CRUX WEALTH ADVISORS | 8,709 | $405K |
| HCR Wealth Advisors | 6,075 | $282K |
| VAQUERO PRIVATE WEALTH, LTD | 5,050 | $235K |
| WEDBUSH SECURITIES INC | 4,978 | $231K |
| CITADEL ADVISORS LLC | 4,500 | $209K |
| ODonnell Financial Services, LLC | 4,097 | $190K |
| Johnson Bixby & Associates, LLC | 4,033 | $187K |
| Integrated Wealth Concepts LLC | 2,599 | $121K |
| IFG Advisory, LLC | 992 | $46K |
| Global Retirement Partners, LLC | 928 | $43K |
| Spectrum Wealth Advisory Group, LLC | 16 | $1K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 35,388 | $2M |
| OLD MISSION CAPITAL LLC | 19,668 | $914K |
| Envestnet Portfolio Solutions, Inc. | 14,935 | $694K |
| FLOW TRADERS U.S. LLC | 12,152 | $564K |
| CLIFFORD SWAN INVESTMENT COUNSEL LL | 11,345 | $527K |
| Koshinski Asset Management, Inc. | 10,000 | $464K |
| FF Advisors,LLC | 6,711 | $312K |
| Equitable Holdings, Inc. | 6,193 | $288K |
| ENVESTNET ASSET MANAGEMENT INC | 5,399 | $251K |
| Integrity Financial Corp /WA | 4,742 | $220K |
| FLAGSTAR ADVISORS INC | 4,454 | $207K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 3,494 | $162K |
| Kestra Advisory Services, LLC | 1,423 | $66K |
| Team Financial Group, LLC | 35 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +90,535 | +9.6% | 1,032,799 |
| OSAIC HOLDINGS, INC. | +26,822 | +94.0% | 55,361 |
| Ignite Planners, LLC | +20,260 | +33.8% | 80,134 |
| HighTower Advisors, LLC | +15,359 | +54.6% | 43,481 |
| Golden State Wealth Management, LLC | +13,726 | +75.1% | 32,001 |
| Hennion & Walsh Asset Management, I | +8,581 | +34.3% | 33,563 |
| KINGSWOOD WEALTH ADVISORS, LLC | +8,495 | +192.1% | 12,918 |
| Arax Advisory Partners | +7,670 | +319.6% | 10,070 |
| WCG Wealth Advisors LLC | +6,148 | +61.1% | 16,218 |
| Warren Street Wealth Advisors, LLC | +5,689 | +42.2% | 19,170 |
| INTEGRAL INVESTMENT ADVISORS, INC. | +4,975 | +15.2% | 37,730 |
| WELLS FARGO & COMPANY/MN | +4,565 | +456500.0% | 4,566 |
| CHANNEL WEALTH LLC | +3,901 | +9.5% | 44,985 |
| MGO ONE SEVEN LLC | +2,500 | +8.7% | 31,195 |
| UBS Group AG | +2,434 | +5.7% | 45,083 |
| Perennial Investment Advisors, LLC | +2,194 | +23.4% | 11,583 |
| Farther Finance Advisors, LLC | +1,500 | +13.6% | 12,500 |
| Guild Investment Management, Inc. | +1,500 | +13.6% | 12,500 |
| PRIVATE TRUST CO NA | +1,467 | +1119.8% | 1,598 |
| Rockefeller Capital Management L.P. | +1,126 | +4.7% | 25,211 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Composition Wealth, LLC | -110,106 | -76.7% | 33,370 |
| Mariner, LLC | -48,841 | -53.5% | 42,483 |
| JANE STREET GROUP, LLC | -14,332 | -47.5% | 15,849 |
| Entruity Wealth, LLC | -13,984 | -67.3% | 6,782 |
| MORGAN STANLEY | -12,808 | -5.6% | 216,147 |
| Compound Planning, Inc. | -8,636 | -19.8% | 35,043 |
| WESPAC Advisors SoCal, LLC | -7,196 | -48.6% | 7,605 |
| Southland Equity Partners LLC | -5,734 | -16.0% | 30,129 |
| ROYAL BANK OF CANADA | -4,064 | -29.0% | 9,934 |
| GUGGENHEIM CAPITAL LLC | -3,798 | -3.9% | 93,217 |
| Cambridge Investment Research Advis | -2,776 | -14.9% | 15,916 |
| Mutual Advisors, LLC | -2,605 | -13.3% | 16,997 |
| FORONJY FINANCIAL LLC | -2,172 | -23.5% | 7,084 |
| Westside Investment Management, Inc | -2,100 | -2.0% | 103,785 |
| Cerity Partners LLC | -1,904 | -5.2% | 34,375 |
| New Insight Wealth Advisors | -1,275 | -6.0% | 19,897 |
| Blue Zone Wealth Advisors, LLC | -1,250 | -15.6% | 6,750 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -1,103 | -21.2% | 4,096 |
| TriaGen Wealth Management LLC | -620 | -11.8% | 4,639 |
| Citizens Business Bank | -323 | -0.3% | 118,489 |