First Trust California MunicFCALETF
13F holders, Q2 2026 (June 30)86holders +9
14new positions
7sold out
1famous investor
$49.55avg. 13F price*
At the end of Q2 2026, 86 institutions reported holding First Trust California Munic (FCAL) in their 13F filings, up 9 from Q1 2026. 14 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($51.3M), Morgan Stanley ($10.7M) and Citizens Business Bank ($5.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust California Munic
- CUSIP
- 33739P863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $7.9M |
| Exits | 7 | $4.3M |
All 13F filers, Q1 2026 → Q2 2026: 390,062 shares bought and 334,001 shares sold, net +56,061 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| LPL Financial LLC | 0.01% | Add +9.6% | 1,032,799 | $51.3M |
| Morgan Stanley | 0.00% | Reduce -5.6% | 216,147 | $10.7M |
| Citizens Business Bank | 0.89% | Reduce -0.3% | 118,489 | $5.9M |
| Westside Investment Management, Inc. | 0.68% | Reduce -2.0% | 103,785 | $5.2M |
| Guggenheim Capital LLC | 0.03% | Reduce -3.9% | 93,217 | $4.6M |
| Cetera Investment Advisers | 0.00% | Reduce -0.1% | 86,212 | $4.3M |
| Ignite Planners, LLC | 0.51% | Add +33.8% | 80,134 | $3.7M |
| Osaic Holdings, Inc. | 0.00% | Add +94.0% | 55,361 | $2.7M |
| Elequin Capital, LP | 0.46% | New | 54,092 | $2.7M |
| UBS Group AG | 0.00% | Add +5.7% | 45,083 | $2.2M |
| Channel Wealth LLC | 0.50% | Add +9.5% | 44,985 | $2.2M |
| Magnus Financial Group LLC | 0.16% | Add +0.9% | 44,624 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +54.6% | 43,481 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -53.5% | 42,483 | $2.1M |
| Integral Investment Advisors, Inc. | 0.41% | Add +15.2% | 37,730 | $1.9M |
| Stonebridge Financial Group, LLC | 0.26% | — | 37,613 | $1.9M |
| Compound Planning, Inc. | 0.05% | Reduce -19.8% | 35,043 | $1.7M |
| Cerity Partners LLC | 0.00% | Reduce -5.3% | 34,375 | $1.7M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +34.4% | 33,563 | $1.7M |
| Composition Wealth, LLC | 0.02% | Reduce -76.7% | 33,370 | $1.7M |
| Golden State Wealth Management, LLC | 0.14% | Add +75.1% | 32,001 | $1.6M |
| Mgo One Seven LLC | 0.03% | Add +8.7% | 31,195 | $1.5M |
| Southland Equity Partners LLC | 0.26% | Reduce -16.0% | 30,129 | $1.5M |
| Navigation Group, LLC | 0.29% | No change | 29,536 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.7% | 25,211 | $1.3M |
| Savvy Advisors, Inc. | 0.02% | New | 20,320 | $1.0M |
| New Insight Wealth Advisors | 0.29% | Reduce -6.0% | 19,897 | $988K |
| Warren Street Wealth Advisors, LLC | 0.21% | Add +42.2% | 19,170 | $952K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 18,453 | $916K |
| Cascade Financial Partners, LLC | 0.08% | New | 18,103 | $899K |
| Mutual Advisors, LLC | 0.02% | Reduce -13.3% | 16,997 | $844K |
| WCG Wealth Advisors LLC | 0.02% | Add +61.0% | 16,218 | $805K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -14.8% | 15,916 | $790K |
| Jane Street Group, LLC | 0.00% | Reduce -47.5% | 15,849 | $787K |
| Climber Capital SA | 0.44% | No change | 14,635 | $725K |
| Precision Wealth Strategies, LLC | 0.20% | New | 13,461 | $668K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +192.1% | 12,918 | $641K |
| Raymond James Financial Inc. | 0.00% | Add +0.9% | 12,845 | $638K |
| Guild Investment Management, Inc. | 0.42% | Add +13.6% | 12,500 | $621K |
| Farther Finance Advisors, LLC | 0.00% | Add +13.6% | 12,500 | $621K |
| Centaurus Financial, Inc. | 0.02% | No change | 11,985 | $595K |
| Perennial Investment Advisors, LLC | 0.04% | Add +23.4% | 11,583 | $575K |
| Private Advisor Group, LLC | 0.00% | New | 11,404 | $566K |
| Quantinno Capital Management LP | 0.00% | No change | 10,696 | $531K |
| Arax Advisory Partners | 0.00% | Add +319.6% | 10,070 | $500K |
| CLG LLC | 0.11% | Reduce -3.0% | 9,972 | $495K |
| Royal Bank of Canada | 0.00% | Reduce -29.0% | 9,934 | $493K |
| Inspire Advisors, LLC | 0.03% | Add +0.5% | 9,445 | $469K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.3% | 9,273 | $460K |
| Silver Oak Securities, Incorporated | 0.03% | New | 9,151 | $454K |
| Crux Wealth Advisors | 0.15% | New | 8,709 | $432K |
| Tidemark, LLC | 0.10% | Reduce -2.2% | 8,553 | $425K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +0.4% | 7,807 | $388K |
| WESPAC Advisors SoCal, LLC | 0.07% | Reduce -48.6% | 7,605 | $378K |
| NewEdge Advisors, LLC | 0.00% | No change | 7,222 | $359K |
| Foronjy Financial LLC | 0.13% | Reduce -23.5% | 7,084 | $352K |
| Entruity Wealth, LLC | 0.22% | Reduce -67.3% | 6,782 | $337K |
| Towerpoint Wealth, LLC | 0.12% | Reduce -2.8% | 6,759 | $336K |
| Blue Zone Wealth Advisors, LLC | 0.06% | Reduce -15.6% | 6,750 | $335K |
| ASL Financial, LLC | 0.22% | No change | 6,160 | $306K |
| HCR Wealth Advisors | 0.03% | New | 6,075 | $302K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,300 | $263K |
| Argyle Capital Partners, LLC | 0.16% | No change | 5,051 | $251K |
| Vaquero Private Wealth, Ltd. | 0.05% | — | 5,050 | $251K |
| Wedbush Securities Inc. | 0.01% | New | 4,978 | $247K |
| TriaGen Wealth Management LLC | 0.06% | Reduce -11.8% | 4,639 | $230K |
| Wells Fargo & Company | 0.00% | Add +456500.0% | 4,566 | $227K |
| Citadel Advisors | 0.00% | New | 4,500 | $223K |
| Cypress Wealth Services, LLC | 0.03% | Add +0.9% | 4,467 | $222K |
| Gerald Baker Financial Group LLC | 0.06% | Add +0.9% | 4,434 | $220K |
| ODonnell Financial Services, LLC | 0.06% | New | 4,097 | $203K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -21.2% | 4,096 | $203K |
| Johnson Bixby & Associates, LLC | 0.02% | New | 4,033 | $200K |
| Rossby Financial, LCC | 0.03% | No change | 2,971 | $148K |
| Allworth Financial LP | 0.00% | No change | 2,857 | $142K |
| Ameriflex Group, Inc. | 0.04% | Add +0.5% | 1,845 | $92K |
| Private Trust Co. NA | 0.01% | Add +1119.8% | 1,598 | $79K |
| IFG Advisory, LLC | 0.00% | New | 992 | $49K |
| Global Retirement Partners, LLC | 0.00% | — | 928 | $46K |
| Larson Financial Group LLC | 0.00% | No change | 900 | $45K |
| Fifth Third Bancorp | 0.00% | Reduce -6.4% | 893 | $44K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 857 | $43K |
| Harbour Investments, Inc. | 0.00% | Add +0.5% | 809 | $40K |
| Dunhill Financial, LLC | 0.00% | No change | 288 | $14K |
| Assetmark, Inc. | 0.00% | Reduce -0.8% | 266 | $13K |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 16 | $811 |
"% of holder's portfolio" is FCAL's weight in each manager's 13F, not the share of First Trust California Munic the manager owns.