First Trust California MunicFCALETF
13F holders, Q3 2025 (September 30)73holders −7
6new positions
10sold out
$48.77avg. 13F price*
At the end of Q3 2025, 73 institutions reported holding First Trust California Munic (FCAL) in their 13F filings, down 7 from Q2 2025. 6 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($41.5M), Morgan Stanley ($10.2M) and Composition Wealth, LLC ($7.5M).
- Company
- First Trust California Munic
- CUSIP
- 33739P863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.2M |
| Exits | 10 | $5.2M |
All 13F filers, Q2 2025 → Q3 2025: 177,305 shares bought and 2,086,791 shares sold, net −1,909,486 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| LPL Financial LLC | 0.01% | Add +8.0% | 850,533 | $41.5M |
| Morgan Stanley | 0.00% | Reduce -0.6% | 209,544 | $10.2M |
| Composition Wealth, LLC | 0.11% | Reduce -92.2% | 153,234 | $7.5M |
| Citizens Business Bank | 1.01% | Reduce -0.9% | 124,520 | $6.1M |
| Westside Investment Management, Inc. | 0.86% | Add +0.3% | 110,445 | $5.4M |
| Guggenheim Capital LLC | 0.04% | Reduce -3.3% | 102,046 | $5.0M |
| Royal Bank of Canada | 0.00% | Reduce -1.6% | 75,124 | $3.7M |
| Cetera Investment Advisers | 0.00% | Add +13.3% | 74,670 | $3.6M |
| Southland Equity Partners LLC | 0.53% | Reduce -0.4% | 54,037 | $2.6M |
| Ignite Planners, LLC | 0.42% | Add +14.7% | 52,921 | $2.6M |
| Mariner, LLC | 0.00% | Reduce -20.4% | 47,503 | $2.3M |
| Compound Planning, Inc. | 0.07% | Reduce -7.4% | 45,065 | $2.2M |
| Magnus Financial Group LLC | 0.17% | Add +5.6% | 43,049 | $2.1M |
| UBS Group AG | 0.00% | Reduce -10.2% | 39,908 | $1.9M |
| Running Point Capital Advisors, LLC | 0.47% | Add +2.5% | 36,287 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +49.7% | 33,558 | $1.6M |
| Integral Investment Advisors, Inc. | 0.40% | Add +12.9% | 30,655 | $1.5M |
| Mgo One Seven LLC | 0.03% | Reduce -14.3% | 29,875 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +16.6% | 26,567 | $1.3M |
| Channel Wealth LLC | 0.29% | Reduce -30.5% | 22,116 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Add +0.1% | 21,666 | $1.1M |
| Entruity Wealth, LLC | 0.79% | Add +1.1% | 20,735 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +9.3% | 20,407 | $995K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -31.0% | 20,000 | $975K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.2% | 18,921 | $923K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.4% | 18,644 | $909K |
| Catalina Capital Group, LLC | 0.52% | Reduce -13.2% | 17,310 | $844K |
| Golden State Wealth Management, LLC | 0.09% | Add +138.8% | 17,168 | $837K |
| Foronjy Financial LLC | 0.35% | Reduce -3.9% | 16,589 | $809K |
| Jane Street Group, LLC | 0.00% | Reduce -81.5% | 16,433 | $801K |
| WESPAC Advisors SoCal, LLC | 0.15% | New | 15,287 | $746K |
| Blue Zone Wealth Advisors, LLC | 0.14% | Reduce -41.1% | 14,000 | $683K |
| New Insight Wealth Advisors | 0.24% | Reduce -13.8% | 13,072 | $638K |
| Flow Traders U.S. LLC | 0.02% | Add +49.7% | 12,152 | $593K |
| Centaurus Financial, Inc. | 0.03% | No change | 11,985 | $584K |
| Tidemark, LLC | 0.16% | Reduce -23.2% | 11,348 | $553K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 11,345 | $553K |
| Koshinski Asset Management, Inc. | 0.04% | New | 11,165 | $545K |
| Raymond James Financial Inc. | 0.00% | Reduce -6.3% | 11,122 | $542K |
| Warren Street Wealth Advisors, LLC | 0.13% | Reduce -0.0% | 9,067 | $442K |
| Inspire Advisors, LLC | 0.04% | Add +78.8% | 8,927 | $435K |
| Guild Investment Management, Inc. | 0.31% | Add +33.3% | 8,000 | $390K |
| Farther Finance Advisors, LLC | 0.01% | Add +33.3% | 8,000 | $390K |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.8% | 7,935 | $387K |
| D.A. Davidson & Co. | 0.00% | Add +84.8% | 7,888 | $385K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -16.2% | 7,484 | $365K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 7,225 | $352K |
| Towerpoint Wealth, LLC | 0.14% | Reduce -4.9% | 7,179 | $350K |
| NewEdge Advisors, LLC | 0.00% | Reduce -26.8% | 7,131 | $348K |
| CLG LLC | 0.09% | Add +0.7% | 7,128 | $348K |
| Equitable Holdings, Inc. | 0.00% | Reduce -30.5% | 6,548 | $319K |
| Envestnet Asset Management Inc. | 0.00% | Add +14.7% | 6,177 | $301K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 5,917 | $290K |
| TriaGen Wealth Management LLC | 0.07% | Reduce -13.4% | 5,736 | $280K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.2% | 5,655 | $277K |
| Flagstar Securities, Inc. | 0.08% | Add +14.1% | 5,579 | $272K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -28.1% | 5,189 | $253K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,100 | $249K |
| Integrity Financial Corp | 0.12% | Add +6.6% | 5,055 | $247K |
| Argyle Capital Partners, LLC | 0.18% | No change | 5,051 | $246K |
| Quantinno Capital Management LP | 0.00% | New | 4,914 | $240K |
| Twin Peaks Wealth Advisors, LLC | 0.08% | No change | 4,797 | $234K |
| Cypress Wealth Services, LLC | 0.03% | Add +0.8% | 4,355 | $212K |
| Ameriflex Group, Inc. | 0.06% | Add +100.0% | 3,086 | $151K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 1,476 | $72K |
| Allworth Financial LP | 0.00% | No change | 1,380 | $67K |
| Private Trust Co. NA | 0.01% | Reduce -16.3% | 1,162 | $57K |
| Comerica Bank | 0.00% | New | 984 | $48K |
| Global Retirement Partners, LLC | 0.00% | Add +0.8% | 905 | $44K |
| Larson Financial Group LLC | 0.00% | No change | 900 | $44K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -70.6% | 857 | $42K |
| Team Financial Group, LLC | 0.00% | No change | 35 | $2K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $50 |
"% of holder's portfolio" is FCAL's weight in each manager's 13F, not the share of First Trust California Munic the manager owns.