First Trust California MunicFCALETF
13F holders, Q1 2026 (March 31)77holders −1
7new positions
7sold out
$48.89avg. 13F price*
At the end of Q1 2026, 77 institutions reported holding First Trust California Munic (FCAL) in their 13F filings, down 1 from Q4 2025. 7 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($46.1M), Morgan Stanley ($11.2M) and Composition Wealth, LLC ($7.0M).
- Company
- First Trust California Munic
- CUSIP
- 33739P863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $10.5M |
| Exits | 7 | $2.4M |
All 13F filers, Q4 2025 → Q1 2026: 372,878 shares bought and 534,271 shares sold, net −161,393 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| LPL Financial LLC | 0.01% | Add +8.0% | 942,264 | $46.1M |
| Morgan Stanley | 0.00% | Add +4.8% | 228,955 | $11.2M |
| Composition Wealth, LLC | 0.10% | Reduce -4.0% | 143,476 | $7.0M |
| Citizens Business Bank | 0.95% | New | 118,812 | $5.8M |
| Westside Investment Management, Inc. | 0.79% | Reduce -0.7% | 105,885 | $5.2M |
| Guggenheim Capital LLC | 0.04% | Reduce -1.3% | 97,015 | $4.7M |
| Mariner, LLC | 0.01% | Add +80.5% | 91,324 | $4.5M |
| Cetera Investment Advisers | 0.00% | Add +8.5% | 86,321 | $4.2M |
| Ignite Planners, LLC | 0.45% | Reduce -0.8% | 59,874 | $2.9M |
| Magnus Financial Group LLC | 0.18% | Add +0.3% | 44,242 | $2.2M |
| Compound Planning, Inc. | 0.07% | Add +4.1% | 43,679 | $2.1M |
| UBS Group AG | 0.00% | Reduce -1.4% | 42,649 | $2.1M |
| Channel Wealth LLC | 0.49% | Add +19.1% | 41,084 | $2.0M |
| Cerity Partners LLC | 0.00% | New | 36,279 | $1.8M |
| Southland Equity Partners LLC | 0.34% | Reduce -17.4% | 35,863 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | New | 35,388 | $1.7M |
| Integral Investment Advisors, Inc. | 0.40% | Add +0.8% | 32,755 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -58.4% | 30,181 | $1.5M |
| Navigation Group, LLC | 0.34% | — | 29,536 | $1.4M |
| Mgo One Seven LLC | 0.03% | Reduce -0.6% | 28,695 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.7% | 28,539 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +5.1% | 28,122 | $1.4M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +37.8% | 24,982 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -64.0% | 24,085 | $1.2M |
| New Insight Wealth Advisors | 0.37% | Add +16.6% | 21,172 | $1.0M |
| Entruity Wealth, LLC | 0.69% | Reduce -1.6% | 20,766 | $1.0M |
| Old Mission Capital LLC | 0.02% | New | 19,668 | $962K |
| Mutual Advisors, LLC | 0.02% | Reduce -2.6% | 19,602 | $958K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.8% | 18,692 | $914K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.8% | 18,428 | $901K |
| Golden State Wealth Management, LLC | 0.10% | Reduce -6.5% | 18,275 | $893K |
| Catalina Capital Group, LLC | 0.50% | Add +0.8% | 16,540 | $809K |
| WESPAC Advisors SoCal, LLC | 0.15% | Reduce -19.8% | 14,801 | $724K |
| Climber Capital SA | 0.47% | No change | 14,635 | $715K |
| Royal Bank of Canada | 0.00% | Reduce -80.0% | 13,998 | $684K |
| Warren Street Wealth Advisors, LLC | 0.17% | Add +16.2% | 13,481 | $659K |
| Raymond James Financial Inc. | 0.00% | Add +7.0% | 12,732 | $622K |
| Flow Traders U.S. LLC | 0.02% | No change | 12,152 | $594K |
| Centaurus Financial, Inc. | 0.03% | No change | 11,985 | $586K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 11,345 | $555K |
| Farther Finance Advisors, LLC | 0.01% | No change | 11,000 | $539K |
| Guild Investment Management, Inc. | 0.38% | No change | 11,000 | $538K |
| Quantinno Capital Management LP | 0.00% | No change | 10,696 | $523K |
| CLG LLC | 0.12% | Add +15.5% | 10,286 | $503K |
| WCG Wealth Advisors LLC | 0.01% | Reduce -6.5% | 10,070 | $492K |
| Inspire Advisors, LLC | 0.04% | Add +4.9% | 9,402 | $460K |
| Perennial Investment Advisors, LLC | 0.04% | Add +25.0% | 9,389 | $459K |
| D.A. Davidson & Co. | 0.00% | Add +19.4% | 9,299 | $455K |
| Foronjy Financial LLC | 0.19% | Reduce -8.3% | 9,256 | $453K |
| Tidemark, LLC | 0.11% | Reduce -17.2% | 8,743 | $427K |
| Blue Zone Wealth Advisors, LLC | 0.08% | Reduce -27.3% | 8,000 | $391K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +0.4% | 7,776 | $380K |
| NewEdge Advisors, LLC | 0.00% | Reduce -97.7% | 7,222 | $353K |
| Towerpoint Wealth, LLC | 0.14% | Reduce -1.8% | 6,950 | $340K |
| ASL Financial, LLC | 0.24% | Reduce -16.9% | 6,160 | $301K |
| Envestnet Asset Management Inc. | 0.00% | Add +11.8% | 5,399 | $264K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.9% | 5,300 | $259K |
| TriaGen Wealth Management LLC | 0.07% | Reduce -4.8% | 5,259 | $257K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -14.0% | 5,199 | $255K |
| Argyle Capital Partners, LLC | 0.18% | No change | 5,051 | $247K |
| Cypress Wealth Services, LLC | 0.03% | Add +0.8% | 4,428 | $217K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -20.1% | 4,423 | $216K |
| Gerald Baker Financial Group LLC | 0.07% | — | 4,396 | $215K |
| Twin Peaks Wealth Advisors, LLC | 0.04% | New | 3,494 | $171K |
| Rossby Financial, LCC | 0.03% | No change | 2,971 | $146K |
| Allworth Financial LP | 0.00% | Reduce -5.4% | 2,857 | $140K |
| Arax Advisory Partners | 0.00% | Add +100.0% | 2,400 | $117K |
| Ameriflex Group, Inc. | 0.05% | Add +0.5% | 1,836 | $90K |
| Fifth Third Bancorp | 0.00% | New | 954 | $47K |
| Larson Financial Group LLC | 0.00% | No change | 900 | $44K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 857 | $42K |
| Harbour Investments, Inc. | 0.00% | Reduce -10.8% | 805 | $39K |
| Dunhill Financial, LLC | 0.00% | New | 288 | $14K |
| Assetmark, Inc. | 0.00% | Reduce -33.2% | 268 | $13K |
| Private Trust Co. NA | 0.00% | No change | 131 | $6K |
| Team Financial Group, LLC | 0.00% | No change | 35 | $2K |
| Wells Fargo & Company | 0.00% | No change | 1 | $48 |
"% of holder's portfolio" is FCAL's weight in each manager's 13F, not the share of First Trust California Munic the manager owns.