First Trust California MunicFCALETF
13F holders, Q1 2024 (March 31)52holders
$49.65avg. 13F price*
At the end of Q1 2024, 52 institutions reported holding First Trust California Munic (FCAL) in their 13F filings. The largest holders were Composition Wealth, LLC ($66.0M), LPL Financial LLC ($28.9M) and Morgan Stanley ($9.5M).
- Company
- First Trust California Munic
- CUSIP
- 33739P863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $14.1M |
| Exits | 9 | $10.2M |
Ownership 52 holders
| Composition Wealth, LLC | 1.66% | Add +30.7% | 1,330,261 | $66.0M |
| LPL Financial LLC | 0.02% | Add +28.6% | 581,610 | $28.9M |
| Morgan Stanley | 0.00% | Add +8.1% | 192,155 | $9.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 113,143 | $5.6M |
| Citizens Business Bank | 0.93% | Reduce -21.3% | 89,884 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | New | 87,208 | $4.3M |
| Westside Investment Management, Inc. | 1.02% | Reduce -1.2% | 85,850 | $4.3M |
| Royal Bank of Canada | 0.00% | Add +31.1% | 80,226 | $4.0M |
| Southland Equity Partners LLC | 0.78% | Add +24.6% | 56,171 | $2.8M |
| Jane Street Group, LLC | 0.00% | New | 55,464 | $2.8M |
| Mariner, LLC | 0.00% | Add +14.0% | 38,234 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +34.3% | 36,476 | $1.8M |
| Catalina Capital Group, LLC | 0.68% | Reduce -5.3% | 31,914 | $1.6M |
| UBS Group AG | 0.00% | Add +1.7% | 31,879 | $1.6M |
| Running Point Capital Advisors, LLC | 0.69% | No change | 30,951 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.9% | 30,512 | $1.5M |
| Mutual Advisors, LLC | 0.05% | Add +2.1% | 29,550 | $1.5M |
| Magnus Financial Group LLC | 0.17% | Add +2.9% | 28,933 | $1.4M |
| Tidemark, LLC | 0.74% | Add +6.2% | 26,602 | $1.3M |
| Integral Investment Advisors, Inc. | 0.45% | Add +45.5% | 21,750 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.6% | 21,406 | $1.1M |
| Manchester Financial Inc. | 0.27% | No change | 21,120 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.8% | 20,115 | $999K |
| New Insight Wealth Advisors | 0.61% | Add +62.2% | 19,623 | $974K |
| Flagstar Securities, Inc. | 0.27% | Add +0.7% | 19,444 | $965K |
| Commonwealth Equity Services, LLC | 0.00% | Add +79.4% | 17,426 | $865K |
| HighTower Advisors, LLC | 0.00% | Reduce -27.2% | 14,270 | $709K |
| GTS Securities LLC | 0.02% | Add +71.8% | 12,418 | $617K |
| TriaGen Wealth Management LLC | 0.25% | Reduce -0.6% | 12,292 | $610K |
| Warren Street Wealth Advisors, LLC | 0.23% | No change | 9,418 | $468K |
| Channel Wealth LLC | 0.18% | New | 9,246 | $459K |
| Towerpoint Wealth, LLC | 0.22% | Add +37.3% | 8,661 | $430K |
| Twin Peaks Wealth Advisors, LLC | 0.22% | Reduce -39.9% | 8,071 | $401K |
| Mgo One Seven LLC | 0.02% | No change | 8,000 | $397K |
| Independent Financial Group, LLC | 0.02% | Reduce -2.7% | 7,851 | $390K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -9.3% | 6,276 | $312K |
| Harbour Investments, Inc. | 0.01% | Add +51.5% | 6,242 | $310K |
| EP Wealth Advisors, LLC | 0.00% | No change | 6,165 | $306K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 5,560 | $276K |
| Avantax Advisory Services, Inc. | 0.00% | New | 4,930 | $245K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.0% | 4,786 | $238K |
| Allworth Financial LP | 0.00% | Reduce -67.8% | 4,694 | $233K |
| Cypress Wealth Services, LLC | 0.05% | No change | 4,250 | $211K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,166 | $207K |
| Private Advisor Group, LLC | 0.00% | Add +0.7% | 4,130 | $205K |
| Johnson Bixby & Associates, LLC | 0.03% | New | 4,033 | $200K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.7% | 3,046 | $151K |
| Chilton Capital Management LLC | 0.00% | No change | 1,414 | $70K |
| Global Retirement Partners, LLC | 0.00% | Reduce -3.6% | 864 | $43K |
| Private Trust Co. NA | 0.00% | Add +49.8% | 331 | $16K |
| Dunhill Financial, LLC | 0.01% | Add +0.7% | 272 | $14K |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $65 |
"% of holder's portfolio" is FCAL's weight in each manager's 13F, not the share of First Trust California Munic the manager owns.