Who Owns FCAL?
First Trust California Municipal High Income ETF — Institutional Ownership & 13F Holdings
$49.42
+0.01 (+0.02%)
Market Cap
$210.3M
Shares Outstanding
4,196,182
Institutional Holders
73
Total Inst. Value
$173.4M
% of Float Held
—
QoQ Holder Change
+36
Institutional data as of Q1 2025
New Positions
19
Closed Positions
7
Increased
27
Decreased
16
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Composition Wealth, LLC | $97.0M | 1,999,125 |
| 2 | MORGAN STANLEY | $9.6M | 198,171 |
| 3 | ROYAL BANK OF CANADA | $6.3M | 130,218 |
| 4 | Citizens Business Bank | $6.0M | 123,075 |
| 5 | Westside Investment Management, Inc. | $5.0M | 103,035 |
| 6 | GUGGENHEIM CAPITAL LLC | $4.1M | 84,513 |
| 7 | Cetera Investment Advisers | $2.7M | 56,000 |
| 8 | Ignite Planners, LLC | $2.2M | 46,136 |
| 9 | UBS Group AG | $2.0M | 41,732 |
| 10 | Compound Planning, Inc. | $2.0M | 41,646 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Composition Wealth, LLC | +90K | $97.0M |
| ROYAL BANK OF CANADA | +3K | $6.3M |
| Westside Investment Management, Inc. | +2K | $5.0M |
| GUGGENHEIM CAPITAL LLC | +27K | $4.1M |
| Cetera Investment Advisers | +4K | $2.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -72K | $9.6M |
| LPL Financial LLC | -43K | $35K |
| FLOW TRADERS U.S. LLC | -25K | $695K |
| JANE STREET GROUP, LLC | -9K | $1.6M |
| Citizens Business Bank | -6K | $6.0M |
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Frequently Asked Questions
How many institutional investors hold FCAL?
As of Q1 2025, 73 institutional investors report holding FCAL (First Trust California Municipal High Income ETF) in their 13F filings.
Which hedge fund owns the most FCAL?
The largest institutional holder of FCAL is Composition Wealth, LLC with $97.0M in shares.
Are institutions buying or selling FCAL?
This quarter, 19 institutions opened new positions in FCAL and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.