First Trust California MunicFCALETF
13F holders, Q1 2025 (March 31)75holders +6
11new positions
5sold out
$48.51avg. 13F price*
At the end of Q1 2025, 75 institutions reported holding First Trust California Munic (FCAL) in their 13F filings, up 6 from Q4 2024. 11 opened new positions and 5 sold out. The largest holders were Composition Wealth, LLC ($97.0M), LPL Financial LLC ($34.8M) and Morgan Stanley ($9.6M).
- Company
- First Trust California Munic
- CUSIP
- 33739P863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.6M |
| Exits | 5 | $2.8M |
All 13F filers, Q4 2024 → Q1 2025: 276,815 shares bought and 236,305 shares sold, net +40,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| Composition Wealth, LLC | 1.94% | Add +4.7% | 1,999,125 | $97.0M |
| LPL Financial LLC | 0.01% | Reduce -5.7% | 717,461 | $34.8M |
| Morgan Stanley | 0.00% | Reduce -26.7% | 198,171 | $9.6M |
| Royal Bank of Canada | 0.00% | Add +2.4% | 130,218 | $6.3M |
| Citizens Business Bank | 1.30% | Add +28.6% | 123,075 | $6.0M |
| Westside Investment Management, Inc. | 1.07% | Add +2.1% | 103,035 | $5.0M |
| Guggenheim Capital LLC | 0.04% | Add +47.5% | 84,513 | $4.1M |
| Cetera Investment Advisers | 0.01% | Add +6.9% | 56,000 | $2.7M |
| Ignite Planners, LLC | 0.43% | No change | 46,136 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -10.2% | 42,344 | $2.1M |
| UBS Group AG | 0.00% | Add +6.0% | 41,732 | $2.0M |
| Compound Planning, Inc. | 0.09% | Add +18.1% | 41,646 | $2.0M |
| Southland Equity Partners LLC | 0.46% | Reduce -6.4% | 40,580 | $2.0M |
| Running Point Capital Advisors, LLC | 0.59% | Add +5.0% | 38,452 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +35.0% | 35,202 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -21.3% | 32,822 | $1.6M |
| Magnus Financial Group LLC | 0.15% | Add +1.9% | 31,892 | $1.5M |
| New Insight Wealth Advisors | 0.67% | Add +11.4% | 30,202 | $1.5M |
| Channel Wealth LLC | 0.45% | Reduce -22.5% | 29,697 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.6% | 29,000 | $1.4M |
| GTS Securities LLC | 0.06% | Add +96.8% | 28,159 | $1.4M |
| Integral Investment Advisors, Inc. | 0.39% | Reduce -0.4% | 25,447 | $1.2M |
| Catalina Capital Group, LLC | 0.76% | Reduce -0.7% | 23,362 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +6.5% | 23,009 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +6.9% | 22,206 | $1.1M |
| Manchester Financial Inc. | 0.23% | No change | 21,120 | $1.0M |
| Entruity Wealth, LLC | 0.96% | Reduce -2.8% | 20,987 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.7% | 19,682 | $955K |
| Tidemark, LLC | 0.29% | Add +2.3% | 16,193 | $786K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -20.7% | 15,524 | $754K |
| Blue Zone Wealth Advisors, LLC | 0.20% | No change | 14,787 | $718K |
| Twin Peaks Wealth Advisors, LLC | 0.33% | Reduce -25.1% | 15,002 | $717K |
| Flow Traders U.S. LLC | 0.03% | Reduce -63.3% | 14,324 | $695K |
| Mgo One Seven LLC | 0.03% | Add +5.0% | 14,280 | $693K |
| Climber Capital SA | 0.49% | New | 14,635 | $621K |
| Susquehanna International Group, LLP | 0.00% | New | 12,692 | $616K |
| Centaurus Financial, Inc. | 0.04% | Reduce -5.4% | 11,985 | $582K |
| Equitable Holdings, Inc. | 0.01% | Add +58.0% | 11,109 | $539K |
| Clifford Swan Investment Counsel LLC | 0.02% | New | 10,925 | $530K |
| TriaGen Wealth Management LLC | 0.17% | Reduce -9.6% | 9,883 | $480K |
| Warren Street Wealth Advisors, LLC | 0.18% | Add +0.0% | 9,305 | $452K |
| Advisor Resource Council | 0.04% | New | 9,234 | $448K |
| Townsquare Capital LLC | 0.00% | Add +0.0% | 9,069 | $440K |
| Towerpoint Wealth, LLC | 0.20% | No change | 8,216 | $399K |
| Kingswood Wealth Advisors, LLC | 0.03% | No change | 7,222 | $351K |
| Perennial Investment Advisors, LLC | 0.04% | Add +0.1% | 6,792 | $330K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.1% | 6,661 | $323K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.2% | 6,465 | $314K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 6,222 | $302K |
| EP Wealth Advisors, LLC | 0.00% | No change | 6,165 | $299K |
| Farther Finance Advisors, LLC | 0.01% | No change | 6,000 | $294K |
| Guild Investment Management, Inc. | 0.31% | No change | 6,000 | $291K |
| Golden State Wealth Management, LLC | 0.04% | Add +34.4% | 5,789 | $281K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,368 | $261K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.0% | 5,206 | $253K |
| Private Advisor Group, LLC | 0.00% | Add +0.7% | 5,139 | $249K |
| Argyle Capital Partners, LLC | 0.21% | No change | 5,051 | $245K |
| Flagstar Securities, Inc. | 0.06% | Add +0.7% | 4,849 | $235K |
| Integrity Financial Corp | 0.13% | New | 4,742 | $230K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 4,546 | $221K |
| CLG LLC | 0.07% | New | 4,348 | $211K |
| Cypress Wealth Services, LLC | 0.04% | Add +0.8% | 4,283 | $208K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 4,130 | $200K |
| Rossby Financial, LCC | 0.06% | New | 3,000 | $145K |
| Chilton Capital Management LLC | 0.01% | Reduce -30.5% | 2,793 | $136K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,711 | $132K |
| Ameriflex Group, Inc. | 0.03% | No change | 1,543 | $75K |
| Harbour Investments, Inc. | 0.00% | Add +0.2% | 1,468 | $71K |
| Allworth Financial LP | 0.00% | No change | 1,380 | $66K |
| Arax Advisory Partners | 0.00% | New | 1,200 | $58K |
| Larson Financial Group LLC | 0.00% | No change | 900 | $44K |
| Private Trust Co. NA | 0.00% | No change | 331 | $16K |
| Dunhill Financial, LLC | 0.01% | Add +1.1% | 281 | $14K |
| Keystone Global Partners, LLC | 0.00% | — | 1 | $49 |
| Wells Fargo & Company | 0.00% | Reduce -99.4% | 1 | $39 |
"% of holder's portfolio" is FCAL's weight in each manager's 13F, not the share of First Trust California Munic the manager owns.