First Trust California MunicFCALETF
13F holders, Q4 2025 (December 31)78holders +5
6new positions
3sold out
$46.13avg. 13F price*
At the end of Q4 2025, 78 institutions reported holding First Trust California Munic (FCAL) in their 13F filings, up 5 from Q3 2025. 6 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($43.0M), Morgan Stanley ($10.8M) and Composition Wealth, LLC ($7.4M).
- Company
- First Trust California Munic
- CUSIP
- 33739P863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.2M |
| Exits | 3 | $6.7M |
All 13F filers, Q3 2025 → Q4 2025: 545,604 shares bought and 195,641 shares sold, net +349,963 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| LPL Financial LLC | 0.01% | Add +2.6% | 872,810 | $43.0M |
| Morgan Stanley | 0.00% | Add +4.2% | 218,423 | $10.8M |
| Composition Wealth, LLC | 0.11% | Reduce -2.4% | 149,500 | $7.4M |
| NewEdge Advisors, LLC | 0.02% | Add +4304.3% | 314,073 | $5.9M |
| Westside Investment Management, Inc. | 0.84% | Reduce -3.5% | 106,615 | $5.3M |
| Guggenheim Capital LLC | 0.04% | Reduce -3.7% | 98,264 | $4.8M |
| Cetera Investment Advisers | 0.00% | Add +6.5% | 79,558 | $3.9M |
| Jane Street Group, LLC | 0.00% | Add +341.1% | 72,491 | $3.6M |
| Royal Bank of Canada | 0.00% | Reduce -6.9% | 69,909 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +234.8% | 66,971 | $3.3M |
| Ignite Planners, LLC | 0.46% | Add +14.1% | 60,382 | $3.0M |
| Mariner, LLC | 0.00% | Add +6.5% | 50,604 | $2.5M |
| Magnus Financial Group LLC | 0.17% | Add +2.4% | 44,094 | $2.2M |
| Southland Equity Partners LLC | 0.42% | Reduce -19.6% | 43,439 | $2.1M |
| UBS Group AG | 0.00% | Add +8.4% | 43,252 | $2.1M |
| Compound Planning, Inc. | 0.06% | Reduce -6.9% | 41,953 | $2.1M |
| Running Point Capital Advisors, LLC | 0.53% | Add +9.4% | 39,693 | $2.0M |
| Channel Wealth LLC | 0.43% | Add +56.0% | 34,509 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.6% | 32,671 | $1.6M |
| Integral Investment Advisors, Inc. | 0.40% | Add +6.0% | 32,505 | $1.6M |
| Mgo One Seven LLC | 0.03% | Reduce -3.4% | 28,875 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +0.7% | 26,752 | $1.3M |
| Entruity Wealth, LLC | 0.74% | Add +1.8% | 21,101 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Reduce -7.1% | 20,130 | $993K |
| Golden State Wealth Management, LLC | 0.10% | Add +13.8% | 19,541 | $964K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.2% | 19,146 | $944K |
| WESPAC Advisors SoCal, LLC | 0.18% | Add +20.8% | 18,460 | $910K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.5% | 18,183 | $897K |
| New Insight Wealth Advisors | 0.32% | Add +38.9% | 18,162 | $896K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +150.9% | 18,128 | $894K |
| Catalina Capital Group, LLC | 0.50% | Reduce -5.2% | 16,417 | $809K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -26.8% | 14,935 | $736K |
| Climber Capital SA | 0.47% | — | 14,635 | $721K |
| Flow Traders U.S. LLC | 0.02% | No change | 12,152 | $599K |
| Centaurus Financial, Inc. | 0.03% | No change | 11,985 | $591K |
| Raymond James Financial Inc. | 0.00% | Add +7.0% | 11,902 | $587K |
| Warren Street Wealth Advisors, LLC | 0.16% | Add +28.0% | 11,604 | $572K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 11,345 | $559K |
| Guild Investment Management, Inc. | 0.40% | Add +37.5% | 11,000 | $542K |
| Blue Zone Wealth Advisors, LLC | 0.10% | Reduce -21.4% | 11,000 | $542K |
| Farther Finance Advisors, LLC | 0.01% | Add +37.5% | 11,000 | $542K |
| WCG Wealth Advisors LLC | 0.01% | New | 10,766 | $531K |
| Quantinno Capital Management LP | 0.00% | Add +117.7% | 10,696 | $527K |
| Tidemark, LLC | 0.15% | Reduce -6.9% | 10,561 | $521K |
| Foronjy Financial LLC | 0.21% | Reduce -39.1% | 10,094 | $498K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -10.4% | 10,000 | $493K |
| Inspire Advisors, LLC | 0.04% | Add +0.4% | 8,963 | $442K |
| CLG LLC | 0.11% | Add +25.0% | 8,908 | $439K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.3% | 7,788 | $384K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +30.9% | 7,746 | $383K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.4% | 7,511 | $370K |
| ASL Financial, LLC | 0.29% | — | 7,410 | $365K |
| Towerpoint Wealth, LLC | 0.14% | Reduce -1.4% | 7,077 | $349K |
| FF Advisors,LLC | 0.15% | New | 6,711 | $331K |
| Equitable Holdings, Inc. | 0.00% | Reduce -5.4% | 6,193 | $305K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.9% | 6,044 | $298K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +6.8% | 5,539 | $273K |
| TriaGen Wealth Management LLC | 0.07% | Reduce -3.7% | 5,523 | $272K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,100 | $251K |
| Argyle Capital Partners, LLC | 0.18% | No change | 5,051 | $249K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.9% | 4,827 | $238K |
| Integrity Financial Corp | 0.12% | Reduce -6.2% | 4,742 | $234K |
| Flagstar Securities, Inc. | 0.07% | Reduce -20.2% | 4,454 | $220K |
| Cypress Wealth Services, LLC | 0.03% | Add +0.8% | 4,391 | $217K |
| Allworth Financial LP | 0.00% | Add +118.8% | 3,020 | $149K |
| Rossby Financial, LCC | 0.05% | New | 2,971 | $146K |
| Ameriflex Group, Inc. | 0.05% | Reduce -40.8% | 1,827 | $90K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,423 | $70K |
| Arax Advisory Partners | 0.00% | New | 1,200 | $59K |
| Comerica Bank | 0.00% | Add +0.8% | 992 | $49K |
| Global Retirement Partners, LLC | 0.00% | Add +0.9% | 913 | $45K |
| Harbour Investments, Inc. | 0.00% | Reduce -38.9% | 902 | $44K |
| Larson Financial Group LLC | 0.00% | No change | 900 | $44K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 857 | $42K |
| Assetmark, Inc. | 0.00% | New | 401 | $20K |
| Private Trust Co. NA | 0.00% | Reduce -88.7% | 131 | $6K |
| Team Financial Group, LLC | 0.00% | No change | 35 | $2K |
| Wells Fargo & Company | 0.00% | No change | 1 | $45 |
"% of holder's portfolio" is FCAL's weight in each manager's 13F, not the share of First Trust California Munic the manager owns.