First Trust California MunicFCALETF
13F holders, Q2 2024 (June 30)54holders +2
4new positions
2sold out
$49.52avg. 13F price*
At the end of Q2 2024, 54 institutions reported holding First Trust California Munic (FCAL) in their 13F filings, up 2 from Q1 2024. 4 opened new positions and 2 sold out. The largest holders were Composition Wealth, LLC ($85.0M), LPL Financial LLC ($32.9M) and Morgan Stanley ($10.3M).
- Company
- First Trust California Munic
- CUSIP
- 33739P863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.3M |
| Exits | 2 | $5.8M |
All 13F filers, Q1 2024 → Q2 2024: 665,095 shares bought and 247,736 shares sold, net +417,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Composition Wealth, LLC | 2.07% | Add +29.1% | 1,717,241 | $85.0M |
| LPL Financial LLC | 0.02% | Add +14.3% | 664,470 | $32.9M |
| Morgan Stanley | 0.00% | Add +8.2% | 207,995 | $10.3M |
| Royal Bank of Canada | 0.00% | Add +29.2% | 103,676 | $5.1M |
| Citizens Business Bank | 1.02% | Add +8.9% | 97,845 | $4.8M |
| Westside Investment Management, Inc. | 1.02% | Add +4.8% | 89,930 | $4.5M |
| Southland Equity Partners LLC | 1.01% | Add +27.0% | 71,344 | $3.5M |
| Mariner, LLC | 0.01% | Add +61.2% | 61,630 | $3.1M |
| Cetera Investment Advisers | 0.00% | Add +17.4% | 42,826 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +20.4% | 36,733 | $1.8M |
| UBS Group AG | 0.00% | Add +5.4% | 33,588 | $1.7M |
| Old Mission Capital LLC | 0.04% | New | 33,183 | $1.6M |
| Running Point Capital Advisors, LLC | 0.64% | Add +0.5% | 31,093 | $1.5M |
| Ignite Planners, LLC | 0.37% | New | 30,971 | $1.5M |
| Magnus Financial Group LLC | 0.16% | Add +0.5% | 29,079 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Reduce -3.4% | 28,555 | $1.4M |
| Catalina Capital Group, LLC | 0.50% | Reduce -17.1% | 26,450 | $1.3M |
| Integral Investment Advisors, Inc. | 0.43% | Add +7.1% | 23,297 | $1.2M |
| New Insight Wealth Advisors | 0.68% | Add +18.4% | 23,233 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -59.2% | 22,627 | $1.1M |
| Tidemark, LLC | 0.49% | Reduce -19.3% | 21,462 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.2% | 21,455 | $1.1M |
| Manchester Financial Inc. | 0.26% | No change | 21,120 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.3% | 20,977 | $1.0M |
| Flagstar Securities, Inc. | 0.27% | Add +0.8% | 19,589 | $970K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.6% | 18,395 | $911K |
| Channel Wealth LLC | 0.28% | Add +70.9% | 15,802 | $783K |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 14,390 | $713K |
| Twin Peaks Wealth Advisors, LLC | 0.32% | Add +60.6% | 12,959 | $642K |
| TriaGen Wealth Management LLC | 0.23% | Reduce -1.4% | 12,124 | $600K |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.0% | 10,425 | $516K |
| Avantax Advisory Services, Inc. | 0.00% | Add +98.8% | 9,803 | $485K |
| Warren Street Wealth Advisors, LLC | 0.23% | No change | 9,418 | $466K |
| Towerpoint Wealth, LLC | 0.21% | No change | 8,661 | $429K |
| Mgo One Seven LLC | 0.02% | Add +1.3% | 8,100 | $401K |
| Independent Financial Group, LLC | 0.02% | No change | 7,851 | $389K |
| Harbour Investments, Inc. | 0.01% | Add +7.5% | 6,708 | $332K |
| Perennial Investment Advisors, LLC | 0.05% | Add +4.0% | 6,526 | $323K |
| EP Wealth Advisors, LLC | 0.00% | No change | 6,165 | $305K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.5% | 5,587 | $277K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.8% | 4,823 | $239K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.3% | 4,468 | $221K |
| Cypress Wealth Services, LLC | 0.05% | No change | 4,250 | $210K |
| GTS Securities LLC | 0.00% | Reduce -66.3% | 4,182 | $207K |
| Private Advisor Group, LLC | 0.00% | Add +0.6% | 4,154 | $206K |
| Allworth Financial LP | 0.00% | Reduce -19.9% | 3,758 | $187K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +6.6% | 3,246 | $161K |
| Chilton Capital Management LLC | 0.00% | No change | 1,414 | $70K |
| Larson Financial Group LLC | 0.00% | New | 900 | $45K |
| Global Retirement Partners, LLC | 0.00% | Add +0.7% | 870 | $43K |
| International Assets Investment Management, LLC | 0.00% | New | 700 | $35K |
| Private Trust Co. NA | 0.00% | No change | 331 | $16K |
| Dunhill Financial, LLC | 0.01% | Add +0.7% | 274 | $14K |
| Chris Bulman Inc | 0.00% | — | 132 | $7K |
"% of holder's portfolio" is FCAL's weight in each manager's 13F, not the share of First Trust California Munic the manager owns.