Who owns First Trust California Municipal High Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FCAL from SEC Form 13F filings across 86 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 86 institutions disclosed 2.9M shares of First Trust California Municipal High Income ETF worth $144.4M — about 63.4% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
86
13F holders
$144.4M
value, 2026 filers
63.4%
of shares outstanding (2.9M sh)
17
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FCAL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.0M | $51.3M | 0.0% | 22.5% | +9.6% |
| 2 | MORGAN STANLEY | 216,147 | $10.7M | 0.0% | 4.7% | -5.6% |
| 3 | Citizens Business Bank | 118,489 | $5.9M | 0.9% | 2.6% | -0.3% |
| 4 | Westside Investment Management, Inc. | 103,785 | $5.2M | 0.7% | 2.3% | -2.0% |
| 5 | GUGGENHEIM CAPITAL LLC | 93,217 | $4.6M | 0.0% | 2% | -3.9% |
| 6 | Cetera Investment Advisers | 86,212 | $4.3M | 0.0% | 1.9% | -0.1% |
| 7 | Ignite Planners, LLC | 80,134 | $3.7M | 0.5% | 1.7% | +33.8% |
| 8 | OSAIC HOLDINGS, INC. | 55,361 | $2.7M | 0.0% | 1.2% | +94.0% |
| 9 | Elequin Capital, LPNEW | 54,092 | $2.7M | 0.1% | 1.2% | new |
| 10 | UBS Group AG | 45,083 | $2.2M | 0.0% | 1% | +5.7% |
| 11 | CHANNEL WEALTH LLC | 44,985 | $2.2M | 0.5% | 1% | +9.5% |
| 12 | Magnus Financial Group LLC | 44,624 | $2.2M | 0.2% | 1% | +0.9% |
| 13 | HighTower Advisors, LLC | 43,481 | $2.2M | 0.0% | 0.9% | +54.6% |
| 14 | Mariner, LLC | 42,483 | $2.1M | 0.0% | 0.9% | -53.5% |
| 15 | INTEGRAL INVESTMENT ADVISORS, INC. | 37,730 | $1.9M | 0.4% | 0.8% | +15.2% |
| 16 | Stonebridge Financial Group, LLC/CANEW | 37,613 | $1.9M | 0.3% | 0.8% | new |
| 17 | Compound Planning, Inc. | 35,043 | $1.7M | 0.0% | 0.8% | -19.8% |
| 18 | Cerity Partners LLC | 34,375 | $1.7M | 0.0% | 0.7% | -5.2% |
| 19 | Hennion & Walsh Asset Management, Inc. | 33,563 | $1.7M | 0.0% | 0.7% | +34.3% |
| 20 | Composition Wealth, LLC | 33,370 | $1.7M | 0.0% | 0.7% | -76.7% |
| 21 | Golden State Wealth Management, LLC | 32,001 | $1.6M | 0.1% | 0.7% | +75.1% |
| 22 | MGO ONE SEVEN LLC | 31,195 | $1.5M | 0.0% | 0.7% | +8.7% |
| 23 | Southland Equity Partners LLC | 30,129 | $1.5M | 0.3% | 0.7% | -16.0% |
| 24 | Navigation Group, LLC | 29,536 | $1.5M | 0.3% | 0.6% | 0.0% |
| 25 | Rockefeller Capital Management L.P. | 25,211 | $1.3M | 0.0% | 0.5% | +4.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.