Who Owns First Trust California Municipal High Income ETF (FCAL)?Hedge Fund & Institutional Holders

$49.47+0.26 (+0.53%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.3000100007371495e+166T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$47.18$48.01$48.84$49.68$50.51Jul 24May 25Mar 26

FCAL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Composition Wealth, LLCNew Position+150K+$7.4M
Westside Investment Management, Inc.New Position+107K+$5.3M
Magnus Financial Group LLCNew Position+44K+$2.2M
Running Point Capital Advisors, LLCNew Position+40K+$2.0M
INTEGRAL INVESTMENT ADVISORS, INC.New Position+33K+$1.6M
MGO ONE SEVEN LLCNew Position+29K+$1.4M
Mutual Advisors, LLCNew Position+20K+$992K
Golden State Wealth Management, LLCNew Position+20K+$963K
WESPAC Advisors SoCal, LLCNew Position+18K+$910K
New Insight Wealth AdvisorsNew Position+18K+$895K
Hennion & Walsh Asset Management, Inc.New Position+18K+$893K
Catalina Capital Group, LLCNew Position+16K+$809K
Climber Capital SANew Position+15K+$720K
Warren Street Wealth Advisors, LLCNew Position+12K+$572K
Guild Investment Management, Inc.New Position+11K+$542K

FCAL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Citizens Business BankClosed Position-125K-$6.1B
GUGGENHEIM CAPITAL LLCDecreased-4K-$5.0B
ROYAL BANK OF CANADADecreased-5K-$3.7B
Southland Equity Partners LLCDecreased-11K-$2.6B
Compound Planning, Inc.Decreased-3K-$2.2B
OSAIC HOLDINGS, INC.Decreased-887-$1.6B
Koshinski Asset Management, Inc.Decreased-1K-$544.0M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-8K-$387.0M
Towerpoint Wealth, LLCDecreased-102-$349.8M
Equitable Holdings, Inc.Decreased-355-$319.3M
FLAGSTAR ADVISORS INCDecreased-1K-$271.9M
AMERIFLEX GROUP, INC.Decreased-1K-$150.4M
HARBOUR INVESTMENTS, INC.Decreased-574-$71.9M
Cambridge Investment Research Advisors, Inc.Decreased-461-$909K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC872,810$43.0M0.01%Share
2MORGAN STANLEY218,403$10.0M0.00%Share
3Composition Wealth, LLC149,500$7.4M0.11%Share
4NewEdge Advisors, LLC314,073$5.0M0.02%Share
5Westside Investment Management, Inc.82,515$4.1M0.65%Share
6GUGGENHEIM CAPITAL LLC98,264$4.0M0.03%Share
7ROYAL BANK OF CANADA69,909$3.0M0.00%Share
8Cetera Investment Advisers79,558$3.0M0.00%Share
9JANE STREET GROUP, LLC72,491$3.0M0.00%Share
10Ignite Planners, LLC60,382$3.0M0.46%Share
11Magnus Financial Group LLC44,094$2.2M0.17%Share
12Southland Equity Partners LLC43,439$2.1M0.42%Share
13UBS Group AG42,880$2.1M0.00%Share
14Compound Planning, Inc.41,953$2.1M0.06%Share
15Rockefeller Capital Management L.P.59,006$2.0M0.00%Share
16Mariner, LLC50,604$2.0M0.00%Share
17Running Point Capital Advisors, LLC39,693$2.0M0.53%Share
18CHANNEL WEALTH LLC34,509$1.7M0.43%Share
19INTEGRAL INVESTMENT ADVISORS, INC.32,505$1.6M0.40%Share
20MGO ONE SEVEN LLC28,875$1.4M0.03%Share
21Westside Investment Management, Inc.24,100$1.2M0.19%Share
22Entruity Wealth, LLC21,101$1.0M0.74%Share
23OSAIC HOLDINGS, INC.30,248$1.0M0.00%Share
24HighTower Advisors, LLC26,752$1.0M0.00%Share
25Mutual Advisors, LLC20,130$992K0.02%Share
26Golden State Wealth Management, LLC19,541$963K0.10%Share
27WESPAC Advisors SoCal, LLC18,460$910K0.18%Share
28New Insight Wealth Advisors18,162$895K0.32%Share
29Hennion & Walsh Asset Management, Inc.18,128$893K0.03%Share
30Catalina Capital Group, LLC16,417$809K0.49%Share
31Climber Capital SA14,635$720K0.47%Share
32Warren Street Wealth Advisors, LLC11,604$572K0.16%Share
33Guild Investment Management, Inc.11,000$542K0.40%Share
34Farther Finance Advisors, LLC11,000$542K0.01%Share
35Blue Zone Wealth Advisors, LLC11,000$542K0.10%Share
36WCG Wealth Advisors LLC10,766$530K0.01%Share
37Tidemark, LLC10,561$520K0.15%Share
38FORONJY FINANCIAL LLC10,094$497K0.21%Share
39Koshinski Asset Management, Inc.10,000$493K0.03%Share
40Inspire Advisors, LLC8,963$441K0.04%Share
41CLG LLC8,908$439K0.11%Share
42D.A. DAVIDSON & CO.7,788$384K0.00%Share
43SeaCrest Wealth Management, LLC7,746$383K0.04%Share
44Perennial Investment Advisors, LLC7,511$370K0.03%Share
45ASL Financial, LLC7,410$365K0.29%Share
46Towerpoint Wealth, LLC7,077$348K0.14%Share
47FF Advisors,LLC6,711$330K0.15%Share
48WEALTH ENHANCEMENT ADVISORY SERVICES, LLC6,044$298K0.00%Share
49KINGSWOOD WEALTH ADVISORS, LLC5,539$273K0.01%Share
50TriaGen Wealth Management LLC5,523$272K0.07%Share

FCAL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202579$124.6M+34
Q3 202545$94.6B-31
Q2 202576$199.7B+2
Q1 202574$208.2B+13
Q4 202461$99.3T+17
Q3 202444$154.0T+4
Q2 202440$142.7T+3
Q1 202437$122.4T—

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As of Q4 2025, 50 institutional investors hold FCAL (First Trust California Municipal High Income ETF). The largest holder is LPL Financial LLC with $43.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own FCAL?

As of Q4 2025, 50 institutional investors report holding FCAL (First Trust California Municipal High Income ETF) in their 13F filings.

Who is the largest institutional holder of FCAL?

The largest institutional holder of FCAL is LPL Financial LLC with $43.0M in shares.

Is institutional ownership of FCAL increasing or decreasing?

This quarter, 15 institutions opened new positions in FCAL and 2 closed their positions.