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

$4.06800040000003e+294T

% of Float Held

—

QoQ Change in Holders

+13 / -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
Westside Investment Management, Inc.New Position+107K+$5.3B
Magnus Financial Group LLCNew Position+44K+$2.2B
Running Point Capital Advisors, LLCNew Position+40K+$2.0B
INTEGRAL INVESTMENT ADVISORS, INC.New Position+33K+$1.6B
Rockefeller Capital Management L.P.Increased+47K+$1.0B
Mutual Advisors, LLCNew Position+20K+$992.0M
Golden State Wealth Management, LLCNew Position+20K+$963.0M
WESPAC Advisors SoCal, LLCNew Position+18K+$910.0M
New Insight Wealth AdvisorsNew Position+18K+$895.0M
Hennion & Walsh Asset Management, Inc.New Position+18K+$893.0M
Catalina Capital Group, LLCNew Position+16K+$809.0M
Climber Capital SANew Position+15K+$720.0M
CHANNEL WEALTH LLCIncreased+12K+$622.4M
Warren Street Wealth Advisors, LLCNew Position+12K+$572.0M
Blue Zone Wealth Advisors, LLCNew Position+11K+$542.0M

FCAL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
GUGGENHEIM CAPITAL LLCDecreased-4K-$976.8M
ROYAL BANK OF CANADADecreased-5K-$664.0M
OSAIC HOLDINGS, INC.Decreased-887-$623.8M
Southland Equity Partners LLCDecreased-11K-$494.4M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-8K-$387.0M
Equitable Holdings, Inc.Decreased-355-$319.3M
Compound Planning, Inc.Decreased-3K-$129.8M
HARBOUR INVESTMENTS, INC.Decreased-574-$71.9M
AMERIFLEX GROUP, INC.Decreased-1K-$60.5M
FLAGSTAR ADVISORS INCDecreased-1K-$53.1M
Koshinski Asset Management, Inc.Decreased-1K-$51.5M
Citizens Business BankClosed Position-125K-$6.1M
Towerpoint Wealth, LLCDecreased-102-$2.1M
Cambridge Investment Research Advisors, Inc.Decreased-461-$909K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Westside Investment Management, Inc.82,515$4.1B0.65%Share
2GUGGENHEIM CAPITAL LLC98,264$4.0B0.03%Share
3ROYAL BANK OF CANADA69,909$3.0B0.00%Share
4Ignite Planners, LLC60,382$3.0B0.46%Share
5Magnus Financial Group LLC44,094$2.2B0.17%Share
6Southland Equity Partners LLC43,439$2.1B0.42%Share
7UBS Group AG42,880$2.1B0.00%Share
8Compound Planning, Inc.41,953$2.1B0.06%Share
9Rockefeller Capital Management L.P.59,006$2.0B0.00%Share
10Running Point Capital Advisors, LLC39,693$2.0B0.53%Share
11CHANNEL WEALTH LLC34,509$1.7B0.43%Share
12INTEGRAL INVESTMENT ADVISORS, INC.32,505$1.6B0.40%Share
13Westside Investment Management, Inc.24,100$1.2B0.19%Share
14Entruity Wealth, LLC21,101$1.0B0.74%Share
15OSAIC HOLDINGS, INC.30,248$1.0B0.00%Share
16Mutual Advisors, LLC20,130$992.0M0.02%Share
17Golden State Wealth Management, LLC19,541$963.0M0.10%Share
18WESPAC Advisors SoCal, LLC18,460$910.0M0.18%Share
19New Insight Wealth Advisors18,162$895.0M0.32%Share
20Hennion & Walsh Asset Management, Inc.18,128$893.0M0.03%Share
21Catalina Capital Group, LLC16,417$809.0M0.49%Share
22Climber Capital SA14,635$720.0M0.47%Share
23Warren Street Wealth Advisors, LLC11,604$572.0M0.16%Share
24Blue Zone Wealth Advisors, LLC11,000$542.0M0.10%Share
25Farther Finance Advisors, LLC11,000$542.0M0.01%Share
26WCG Wealth Advisors LLC10,766$530.0M0.01%Share
27Tidemark, LLC10,561$520.0M0.15%Share
28FORONJY FINANCIAL LLC10,094$497.0M0.21%Share
29Koshinski Asset Management, Inc.10,000$493.0M0.03%Share
30Inspire Advisors, LLC8,963$441.0M0.04%Share
31CLG LLC8,908$439.0M0.11%Share
32D.A. DAVIDSON & CO.7,788$384.0M0.00%Share
33Perennial Investment Advisors, LLC7,511$370.0M0.03%Share
34Towerpoint Wealth, LLC7,077$348.0M0.14%Share
35FF Advisors,LLC6,711$330.0M0.15%Share
36KINGSWOOD WEALTH ADVISORS, LLC5,539$273.0M0.01%Share
37TriaGen Wealth Management LLC5,523$272.0M0.07%Share
38Argyle Capital Partners, LLC5,051$249.0M0.18%Share
39Integrity Financial Corp /WA4,742$233.0M0.12%Share
40FLAGSTAR ADVISORS INC4,454$219.0M0.07%Share
41Rossby Financial, LCC2,971$146.0M0.05%Share
42AMERIFLEX GROUP, INC.1,827$90.0M0.05%Share
43COMERICA BANK992$48.0M0.00%Share
44LPL Financial LLC872,810$43.0M0.01%Share
45ASSETMARK, INC401$19.0M0.00%Share
46UBS Group AG372$18.0M0.00%Share
47Dunhill Financial, LLC288$14.0M0.00%Share
48MORGAN STANLEY218,403$10.0M0.00%Share
49Composition Wealth, LLC149,500$7.4M0.11%Share
50PRIVATE TRUST CO NA131$6.0M0.00%Share

FCAL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202579$46.9B+34
Q3 202545$77.8B-31
Q2 202576$192.9B+2
Q1 202574$202.1B+13
Q4 202461$94.4T+17
Q3 202444$130.8T+4
Q2 202440$88.4T+3
Q1 202437$70.7T—

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As of Q4 2025, 50 institutional investors hold FCAL (First Trust California Municipal High Income ETF). The largest holder is Westside Investment Management, Inc. with $4.1B in shares. This quarter, 13 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 Westside Investment Management, Inc. with $4.1B in shares.

Is institutional ownership of FCAL increasing or decreasing?

This quarter, 13 institutions opened new positions in FCAL and 2 closed their positions.