FTCA Institutional Ownership
Franklin California Municipal Income ETF
1W: +0.0%
1M: -3.9%
3M: -7.5%
YTD: -6.0%
$6.85
+0.00 (+0.00%)
Weekly Expected Move ±1.1%
$7
$7
$7
$7
$7
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FTCA
93
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
77M
Total Invested
20
New Positions
32
Increased
13
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (99 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,664,819 | $11M | +206,280 | +14.1% | 3Q | SEC ↗ |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 1,197,890 | $8M | +442,977 | +58.7% | 3Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 966,267 | $7M | +139,076 | +16.8% | 3Q | SEC ↗ |
| 4 | MORGAN STANLEY | 964,672 | $7M | +154,224 | +19.0% | 3Q | SEC ↗ |
| 5 | FIRST AMERICAN TRUST, FSB NEW | 276,756 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 6 | DeDora Capital, Inc. NEW | 255,294 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 7 | JONES FINANCIAL COMPANIES LLLP | 223,360 | $2M | +103,166 | +85.8% | 3Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 218,723 | $1M | +35,572 | +19.4% | 3Q | SEC ↗ |
| 9 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL NEW | 202,255 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 198,179 | $1M | +84,426 | +74.2% | 3Q | SEC ↗ |
| 11 | Bridgewealth Advisory Group, LLC | 186,566 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 179,303 | $1M | +10,729 | +6.4% | 3Q | SEC ↗ |
| 13 | SeaCrest Wealth Management, LLC | 169,928 | $1M | +199 | +0.1% | 3Q | SEC ↗ |
| 14 | UBS Group AG | 162,001 | $1M | -26,800 | -14.2% | 3Q | SEC ↗ |
| 15 | Integrated Wealth Concepts LLC | 157,139 | $1M | +3,582 | +2.3% | 3Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 146,658 | $1M | +92,174 | +169.2% | 3Q | SEC ↗ |
| 17 | Private Advisor Group, LLC NEW | 143,983 | $986K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Werba Rubin Papier Wealth Management | 137,103 | $939K | — | +0.0% | 3Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 134,374 | $920K | +25,396 | +23.3% | 3Q | SEC ↗ |
| 20 | JANE STREET GROUP, LLC | 132,594 | $908K | +24,364 | +22.5% | 3Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 117,429 | $804K | -48,271 | -29.1% | 3Q | SEC ↗ |
| 22 | Creative Planning | 117,010 | $802K | +10,146 | +9.5% | 3Q | SEC ↗ |
| 23 | CITIGROUP INC | 108,000 | $740K | — | +0.0% | 3Q | SEC ↗ |
| 24 | Destination Wealth Management | 108,000 | $740K | — | +0.0% | 3Q | SEC ↗ |
| 25 | MCCARTER PRIVATE WEALTH SERVICES LLC NEW | 94,915 | $650K | — | +0.0% | 1Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC NEW | 93,858 | $643K | — | +0.0% | 1Q | SEC ↗ |
| 27 | TCFG WEALTH MANAGEMENT, LLC | 92,545 | $634K | +27,810 | +43.0% | 2Q | SEC ↗ |
| 28 | OneDigital Investment Advisors LLC | 91,938 | $630K | +670 | +0.7% | 2Q | SEC ↗ |
| 29 | TCFG Investment Advisors, LLC | 90,045 | $617K | -2,500 | -2.7% | 2Q | SEC ↗ |
| 30 | Sovran Advisors, LLC | 82,538 | $565K | +7,404 | +9.9% | 3Q | SEC ↗ |
| 31 | Fjell Capital, LLC | 81,522 | $558K | — | +0.0% | 2Q | SEC ↗ |
| 32 | MIRAMONTES CAPITAL, LLC | 66,729 | $457K | +19,345 | +40.8% | 2Q | SEC ↗ |
| 33 | NATIXIS ADVISORS, LLC NEW | 63,049 | $432K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Sanctuary Advisors, LLC | 61,792 | $423K | +434 | +0.7% | 3Q | SEC ↗ |
| 35 | Kestra Advisory Services, LLC | 61,532 | $421K | +4,168 | +7.3% | 3Q | SEC ↗ |
| 36 | Allworth Financial LP | 58,482 | $401K | +7,011 | +13.6% | 3Q | SEC ↗ |
| 37 | MassMutual Private Wealth & Trust, FSB | 58,080 | $398K | -3,631 | -5.9% | 2Q | SEC ↗ |
| 38 | RiverFront Investment Group, LLC | 57,837 | $396K | -315 | -0.5% | 2Q | SEC ↗ |
| 39 | Westside Investment Management, Inc. | 55,743 | $382K | — | +0.0% | 3Q | SEC ↗ |
| 40 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 51,233 | $351K | — | +0.0% | 1Q | SEC ↗ |
| 41 | US BANCORP \DE | 46,242 | $317K | — | +0.0% | 3Q | SEC ↗ |
| 42 | FF Advisors,LLC | 45,419 | $311K | — | +0.0% | 2Q | SEC ↗ |
| 43 | CHOREO, LLC | 45,004 | $308K | +253 | +0.6% | 3Q | SEC ↗ |
| 44 | Alteri Wealth LLC | 44,967 | $308K | +3,532 | +8.5% | 3Q | SEC ↗ |
| 45 | Fermata Advisors, LLC | 42,382 | $290K | +12,000 | +39.5% | 2Q | SEC ↗ |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 40,126 | $275K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Cambridge Investment Research Advisors | 38,638 | $265K | +12,484 | +47.7% | 3Q | SEC ↗ |
| 48 | Elequin Capital, LP NEW | 37,815 | $259K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Greykasell Wealth Strategies, Inc. | 37,621 | $258K | — | +0.0% | 3Q | SEC ↗ |
| 50 | Bluespring Wealth Management, LLC NEW | 35,872 | $246K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| FIRST AMERICAN TRUST, FSB | 276,756 | $2M |
| DeDora Capital, Inc. | 255,294 | $2M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | 202,255 | $1M |
| Private Advisor Group, LLC | 143,983 | $986K |
| MCCARTER PRIVATE WEALTH SERVICES LL | 94,915 | $650K |
| GOLDMAN SACHS GROUP INC | 93,858 | $643K |
| NATIXIS ADVISORS, LLC | 63,049 | $432K |
| AXXCESS WEALTH MANAGEMENT, LLC | 51,233 | $351K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 40,126 | $275K |
| Elequin Capital, LP | 37,815 | $259K |
| Bluespring Wealth Management, LLC | 35,872 | $246K |
| Arete Wealth Advisors, LLC | 33,119 | $227K |
| Ameritas Advisory Services, LLC | 32,399 | $222K |
| Gibbs Wealth Management | 27,685 | $190K |
| JPL Wealth Management, LLC | 21,616 | $148K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 21,350 | $146K |
| Lido Advisors, LLC | 17,967 | $123K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 15,844 | $109K |
| CITADEL ADVISORS LLC | 15,473 | $106K |
| J.W. COLE ADVISORS, INC. | 14,134 | $97K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mariner, LLC | 77,739 | $533K |
| Orion Porfolio Solutions, LLC | 28,959 | $198K |
| Compound Planning, Inc. | 12,991 | $89K |
| Trajan Wealth LLC | 11,936 | $82K |
| WOLFF WIESE MAGANA LLC | 4,548 | $31K |
| JPMORGAN CHASE & CO | 2,505 | $17K |
| Farther Finance Advisors, LLC | 984 | $7K |
| BANK OF MONTREAL /CAN | 816 | $6K |
| MAI Capital Management | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | +442,977 | +58.7% | 1,197,890 |
| LPL Financial LLC | +206,280 | +14.1% | 1,664,819 |
| MORGAN STANLEY | +154,224 | +19.0% | 964,672 |
| BANK OF AMERICA CORP /DE | +139,076 | +16.8% | 966,267 |
| JONES FINANCIAL COMPANIES LLLP | +103,166 | +85.8% | 223,360 |
| ROYAL BANK OF CANADA | +92,174 | +169.2% | 146,658 |
| WELLS FARGO & COMPANY/MN | +84,426 | +74.2% | 198,179 |
| RAYMOND JAMES FINANCIAL INC | +35,572 | +19.4% | 218,723 |
| TCFG WEALTH MANAGEMENT, LLC | +27,810 | +43.0% | 92,545 |
| OSAIC HOLDINGS, INC. | +25,396 | +23.3% | 134,374 |
| JANE STREET GROUP, LLC | +24,364 | +22.5% | 132,594 |
| MIRAMONTES CAPITAL, LLC | +19,345 | +40.8% | 66,729 |
| Cambridge Investment Research Advis | +12,484 | +47.7% | 38,638 |
| Fermata Advisors, LLC | +12,000 | +39.5% | 42,382 |
| AMERIPRISE FINANCIAL INC | +10,729 | +6.4% | 179,303 |
| Creative Planning | +10,146 | +9.5% | 117,010 |
| Sovran Advisors, LLC | +7,404 | +9.9% | 82,538 |
| EP Wealth Advisors, LLC | +7,107 | +35.9% | 26,912 |
| Allworth Financial LP | +7,011 | +13.6% | 58,482 |
| Kestra Advisory Services, LLC | +4,168 | +7.3% | 61,532 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cetera Investment Advisers | -48,271 | -29.1% | 117,429 |
| UBS Group AG | -26,800 | -14.2% | 162,001 |
| INDEPENDENT FINANCIAL GROUP, LLC | -25,502 | -48.2% | 27,365 |
| MassMutual Private Wealth & Trust, | -3,631 | -5.9% | 58,080 |
| TCFG Investment Advisors, LLC | -2,500 | -2.7% | 90,045 |
| RiverFront Investment Group, LLC | -315 | -0.5% | 57,837 |
| CENTRAL VALLEY ADVISORS, LLC | -206 | -0.7% | 30,868 |