First Trust California MunicFCALETF
13F holders, Q4 2024 (December 31)69holders +10
10new positions
4sold out
$49.37avg. 13F price*
At the end of Q4 2024, 69 institutions reported holding First Trust California Munic (FCAL) in their 13F filings, up 10 from Q3 2024. 10 opened new positions and 4 sold out. The largest holders were Composition Wealth, LLC ($94.3M), LPL Financial LLC ($37.5M) and Morgan Stanley ($13.3M).
- Company
- First Trust California Munic
- CUSIP
- 33739P863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $7.7M |
| Exits | 4 | $2.4M |
All 13F filers, Q3 2024 → Q4 2024: 485,168 shares bought and 97,063 shares sold, net +388,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Composition Wealth, LLC | 1.91% | Add +6.3% | 1,909,177 | $94.3M |
| LPL Financial LLC | 0.02% | Add +1.1% | 760,481 | $37.5M |
| Morgan Stanley | 0.00% | Add +19.4% | 270,225 | $13.3M |
| Royal Bank of Canada | 0.00% | Add +12.2% | 127,179 | $6.3M |
| Westside Investment Management, Inc. | 1.05% | Add +11.1% | 100,930 | $5.0M |
| Citizens Business Bank | 1.13% | Add +0.8% | 95,674 | $4.7M |
| Guggenheim Capital LLC | 0.02% | Add +248.7% | 57,315 | $2.8M |
| Cetera Investment Advisers | 0.01% | Add +13.0% | 52,388 | $2.6M |
| Mariner, LLC | 0.00% | Add +11.7% | 47,146 | $2.3M |
| Ignite Planners, LLC | 0.50% | Add +47.4% | 46,136 | $2.3M |
| Southland Equity Partners LLC | 0.50% | Reduce -39.5% | 43,345 | $2.1M |
| Old Mission Capital LLC | 0.05% | New | 41,897 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +48.5% | 41,685 | $2.1M |
| UBS Group AG | 0.00% | Add +8.4% | 39,367 | $1.9M |
| Flow Traders U.S. LLC | 0.08% | New | 38,989 | $1.9M |
| Channel Wealth LLC | 0.62% | Add +3.1% | 38,320 | $1.9M |
| Running Point Capital Advisors, LLC | 0.62% | Add +16.8% | 36,608 | $1.8M |
| Compound Planning, Inc. | 0.09% | New | 35,264 | $1.7M |
| Magnus Financial Group LLC | 0.15% | Add +3.3% | 31,286 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +40.0% | 28,000 | $1.4M |
| New Insight Wealth Advisors | 0.67% | Add +6.8% | 27,102 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +6.3% | 26,068 | $1.3M |
| Integral Investment Advisors, Inc. | 0.41% | Reduce -3.2% | 25,547 | $1.3M |
| Catalina Capital Group, LLC | 0.38% | Reduce -1.0% | 23,530 | $1.2M |
| Entruity Wealth, LLC | 1.06% | — | 21,587 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +4.7% | 21,613 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.6% | 21,314 | $1.1M |
| Manchester Financial Inc. | 0.23% | No change | 21,120 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +32.4% | 20,773 | $1.0M |
| Twin Peaks Wealth Advisors, LLC | 0.42% | Add +46.9% | 20,040 | $989K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.9% | 19,584 | $967K |
| Tidemark, LLC | 0.30% | Reduce -24.8% | 15,823 | $781K |
| Blue Zone Wealth Advisors, LLC | 0.21% | No change | 14,787 | $730K |
| GTS Securities LLC | 0.03% | Add +232.8% | 14,306 | $706K |
| Mgo One Seven LLC | 0.03% | Add +67.9% | 13,600 | $671K |
| Centaurus Financial, Inc. | 0.04% | New | 12,665 | $625K |
| TriaGen Wealth Management LLC | 0.18% | Reduce -8.8% | 10,927 | $539K |
| Warren Street Wealth Advisors, LLC | 0.19% | Add +0.3% | 9,303 | $459K |
| Townsquare Capital LLC | 0.01% | Add +12.0% | 9,067 | $448K |
| Towerpoint Wealth, LLC | 0.20% | Reduce -4.9% | 8,216 | $406K |
| HRT Financial LP | 0.00% | New | 7,621 | $376K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 7,222 | $357K |
| Equitable Holdings, Inc. | 0.00% | Add +72.5% | 7,031 | $347K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.1% | 6,877 | $340K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -0.6% | 6,787 | $335K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.7% | 6,477 | $320K |
| EP Wealth Advisors, LLC | 0.00% | No change | 6,165 | $304K |
| Guild Investment Management, Inc. | 0.32% | New | 6,000 | $296K |
| Farther Finance Advisors, LLC | 0.01% | New | 6,000 | $296K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -67.8% | 5,914 | $292K |
| CreativeOne Wealth, LLC | 0.01% | Add +2.6% | 5,686 | $281K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.3% | 5,368 | $265K |
| Private Advisor Group, LLC | 0.00% | Add +22.2% | 5,106 | $252K |
| Argyle Capital Partners, LLC | 0.21% | — | 5,051 | $249K |
| Flagstar Securities, Inc. | 0.06% | Add +1.2% | 4,814 | $238K |
| Golden State Wealth Management, LLC | 0.03% | — | 4,308 | $213K |
| Cypress Wealth Services, LLC | 0.04% | No change | 4,250 | $210K |
| Chilton Capital Management LLC | 0.01% | No change | 4,018 | $198K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -1.3% | 2,711 | $134K |
| Ameriflex Group, Inc. | 0.03% | — | 1,543 | $76K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.2% | 1,465 | $72K |
| Allworth Financial LP | 0.00% | Reduce -47.4% | 1,380 | $68K |
| Larson Financial Group LLC | 0.00% | No change | 900 | $44K |
| Global Retirement Partners, LLC | 0.00% | Add +0.8% | 883 | $44K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 593 | $29K |
| Private Trust Co. NA | 0.00% | No change | 331 | $16K |
| Dunhill Financial, LLC | 0.01% | Add +0.7% | 278 | $14K |
| Wells Fargo & Company | 0.00% | Add +17600.0% | 177 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 57 | $3K |
"% of holder's portfolio" is FCAL's weight in each manager's 13F, not the share of First Trust California Munic the manager owns.