First Trust California MunicFCALETF
13F holders, Q2 2025 (June 30)80holders +5
9new positions
5sold out
1famous investor
$47.96avg. 13F price*
At the end of Q2 2025, 80 institutions reported holding First Trust California Munic (FCAL) in their 13F filings, up 5 from Q1 2025. 9 opened new positions and 5 sold out. The largest holders were Composition Wealth, LLC ($94.6M), LPL Financial LLC ($37.8M) and Morgan Stanley ($10.1M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $5.1M |
| Exits | 5 | $2.5M |
All 13F filers, Q1 2025 → Q2 2025: 395,768 shares bought and 196,669 shares sold, net +199,099 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Composition Wealth, LLC | 1.59% | Reduce -1.4% | 1,971,695 | $94.6M |
| LPL Financial LLC | 0.01% | Add +9.8% | 787,882 | $37.8M |
| Morgan Stanley | 0.00% | Add +6.4% | 210,892 | $10.1M |
| Citizens Business Bank | 1.17% | Add +2.1% | 125,718 | $6.0M |
| Westside Investment Management, Inc. | 0.98% | Add +6.8% | 110,095 | $5.3M |
| Guggenheim Capital LLC | 0.04% | Add +24.8% | 105,477 | $5.1M |
| Jane Street Group, LLC | 0.01% | Add +171.0% | 88,954 | $4.3M |
| Royal Bank of Canada | 0.00% | Reduce -41.4% | 76,309 | $3.7M |
| Cetera Investment Advisers | 0.01% | Add +17.7% | 65,904 | $3.2M |
| Mariner, LLC | 0.00% | Add +40.9% | 59,653 | $2.9M |
| Southland Equity Partners LLC | 0.57% | Add +33.6% | 54,231 | $2.6M |
| Compound Planning, Inc. | 0.09% | Add +16.8% | 48,652 | $2.3M |
| Ignite Planners, LLC | 0.38% | No change | 46,136 | $2.2M |
| UBS Group AG | 0.00% | Add +6.5% | 44,463 | $2.1M |
| Magnus Financial Group LLC | 0.17% | Add +27.8% | 40,752 | $2.0M |
| Running Point Capital Advisors, LLC | 0.47% | Reduce -7.9% | 35,415 | $1.7M |
| Mgo One Seven LLC | 0.05% | Add +144.2% | 34,875 | $1.7M |
| Old Mission Capital LLC | 0.04% | New | 33,265 | $1.6M |
| Elequin Capital, LP | 0.51% | New | 32,962 | $1.6M |
| Channel Wealth LLC | 0.43% | Add +7.1% | 31,808 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 29,000 | $1.4M |
| Integral Investment Advisors, Inc. | 0.37% | Add +6.7% | 27,148 | $1.3M |
| Blue Zone Wealth Advisors, LLC | 0.28% | Add +60.9% | 23,786 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +2.6% | 22,790 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -36.3% | 22,418 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -5.9% | 21,656 | $1.0M |
| Entruity Wealth, LLC | 0.84% | Reduce -2.2% | 20,517 | $984K |
| Catalina Capital Group, LLC | 0.65% | Reduce -14.6% | 19,944 | $957K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 19,712 | $946K |
| Manchester Financial Inc. | 0.20% | Reduce -8.1% | 19,420 | $932K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +351.9% | 18,662 | $895K |
| Commonwealth Equity Services, LLC | 0.00% | Add +19.2% | 18,506 | $888K |
| Foronjy Financial LLC | 0.39% | — | 17,265 | $828K |
| New Insight Wealth Advisors | 0.30% | Reduce -49.8% | 15,162 | $727K |
| Tidemark, LLC | 0.23% | Reduce -8.7% | 14,780 | $709K |
| Climber Capital SA | 0.45% | No change | 14,635 | $698K |
| Centaurus Financial, Inc. | 0.03% | No change | 11,985 | $575K |
| Susquehanna International Group, LLP | 0.00% | Reduce -5.6% | 11,984 | $575K |
| Raymond James Financial Inc. | 0.00% | New | 11,875 | $570K |
| Clifford Swan Investment Counsel LLC | 0.02% | Add +3.8% | 11,345 | $544K |
| NewEdge Advisors, LLC | 0.00% | New | 9,738 | $467K |
| Equitable Holdings, Inc. | 0.00% | Reduce -15.2% | 9,425 | $452K |
| Warren Street Wealth Advisors, LLC | 0.14% | Reduce -2.5% | 9,069 | $435K |
| Perennial Investment Advisors, LLC | 0.04% | Add +31.4% | 8,928 | $428K |
| Flow Traders U.S. LLC | 0.01% | Reduce -43.3% | 8,118 | $389K |
| Towerpoint Wealth, LLC | 0.16% | Reduce -8.2% | 7,546 | $362K |
| Kingswood Wealth Advisors, LLC | 0.03% | No change | 7,222 | $346K |
| Golden State Wealth Management, LLC | 0.04% | Add +24.2% | 7,188 | $345K |
| CLG LLC | 0.11% | Add +62.8% | 7,080 | $340K |
| TriaGen Wealth Management LLC | 0.10% | Reduce -33.0% | 6,622 | $318K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 6,222 | $298K |
| EP Wealth Advisors, LLC | 0.00% | No change | 6,165 | $296K |
| Guild Investment Management, Inc. | 0.25% | No change | 6,000 | $288K |
| Farther Finance Advisors, LLC | 0.01% | No change | 6,000 | $288K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -8.0% | 5,950 | $285K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.5% | 5,386 | $258K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -19.3% | 5,376 | $258K |
| Citadel Advisors | 0.00% | New | 5,105 | $245K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.0% | 5,100 | $245K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.3% | 5,072 | $243K |
| Argyle Capital Partners, LLC | 0.20% | No change | 5,051 | $242K |
| Inspire Advisors, LLC | 0.02% | New | 4,992 | $239K |
| Flagstar Securities, Inc. | 0.06% | Add +0.8% | 4,889 | $235K |
| Twin Peaks Wealth Advisors, LLC | 0.07% | Reduce -68.0% | 4,797 | $229K |
| Integrity Financial Corp | 0.12% | No change | 4,742 | $227K |
| Diversified Portfolios, Inc. | 0.02% | New | 4,385 | $210K |
| Cypress Wealth Services, LLC | 0.04% | Add +0.8% | 4,319 | $207K |
| D.A. Davidson & Co. | 0.00% | New | 4,269 | $205K |
| Rossby Financial, LCC | 0.05% | No change | 3,000 | $144K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +7.4% | 2,911 | $140K |
| Chilton Capital Management LLC | 0.00% | No change | 2,793 | $134K |
| Ameriflex Group, Inc. | 0.04% | No change | 1,543 | $74K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 1,472 | $71K |
| Private Trust Co. NA | 0.01% | Add +319.6% | 1,389 | $67K |
| Allworth Financial LP | 0.00% | No change | 1,380 | $66K |
| Arax Advisory Partners | 0.00% | No change | 1,200 | $58K |
| Larson Financial Group LLC | 0.00% | No change | 900 | $43K |
| Global Retirement Partners, LLC | 0.00% | — | 898 | $43K |
| Dunhill Financial, LLC | 0.00% | Add +0.4% | 282 | $14K |
| Team Financial Group, LLC | 0.00% | New | 35 | $2K |
"% of holder's portfolio" is FCAL's weight in each manager's 13F, not the share of First Trust California Munic the manager owns.