FCAL institutional holders

First Trust California Municipal High income ETF · 90 reporting institutions · $143.8M reported value

Funds that can replace FCAL · FCAL return decomposition

Institutional holdings

Institutions reporting FCAL, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$51.3M23,4582026-06-30
Morgan Stanley$10.7M23,1852026-06-30
Citizens Business Bank$5.9M02026-06-30
Westside Investment Management, LLC$5.2M72026-06-30
Guggenheim Capital LLC$4.6M02026-06-30
Cetera Investment Advisers$4.3M10,3702026-06-30
Ignite Planners LLC$3.7M242026-06-30
Osaic Holdings, Inc.$2.7M02026-06-30
Elequin Capital, LP$2.7M02026-06-30
UBS Group AG$2.2M02026-06-30
Channel Wealth, LLC$2.2M92026-06-30
Magnus Financial Group LLC$2.2M102026-06-30
Hightower Advisors, LLC$2.2M1,0462026-06-30
Mariner, LLC$2.1M02026-06-30
Running Point Capital Advisors, LLC$2M02025-12-31
Integral Wealth Management$1.9M52026-06-30
Compound Planning, Inc.$1.7M752026-06-30
Cerity Partners LLC$1.7M7772026-06-30
Hennion & Walsh Asset Management, Inc.$1.7M712026-06-30
Composition Wealth, LLC$1.7M762026-06-30
Golden State Wealth Management, LLC$1.6M472026-06-30
Mgo One Seven LLC$1.5M1182026-06-30
Southland Equity Partners, Llc.$1.5M252026-06-30
Navigation Group, LLC$1.5M32026-06-30
Rockefeller Capital Management LP$1.3M3462026-06-30
Savvy Advisors, Inc.$1M2142026-06-30
New Insight Wealth Advisors$987.9K52026-06-30
Warren Street Wealth Advisors, LLC$951.8K102026-06-30
Commonwealth Equity Services, LLC$916.3K2,8632026-06-30
Cascade Financial Partners, LLC$898.9K72026-06-30
Mutual Advisors, LLC$844K1532026-06-30
Catalina Capital Group, LLC$808.7K02026-03-31
Wcg Wealth Advisors LLC$805.2K1302026-06-30
Jane Street Group, LLC$786.9K02026-06-30
Climber Capital SA$725.2K02026-06-30
Precision Wealth Strategies, LLC$668.4K82026-06-30
Kingswood Wealth Advisors, LLC$641.4K1232026-06-30
Raymond James Financial Inc$637.8K02026-06-30
Guild Investment Management, Inc.$620.7K22026-06-30
Farther Finance Advisors, LLC$620.7K3342026-06-30
Perennial Investment Advisors, LLC$575.2K492026-06-30
Private Advisor Group, LLC$566.2K9272026-06-30
Quantinno Capital Management LP$531.1K02026-06-30
Arax Advisory Partners$500K2322026-06-30
Clg LLC$495.1K232026-06-30
Royal Bank of Canada$493K02026-06-30
Inspire Advisors, LLC$468.9K752026-06-30
D.A. Davidson & Co.$460.4K6892026-06-30
Silver Oak Securities, Incorporated$454.4K1172026-06-30
Crux Wealth Advisors$432.4K92026-06-30
Tidemark, LLC$424.7K82026-06-30
Seacrest Wealth Management, LLC$387.6K352026-06-30
Wespac Advisors Socal, LLC$377.6K102026-06-30
Newedge Advisors$358.6K6012026-06-30
Foronjy Financial$351.8K42026-06-30
Entruity Wealth, LLC$336.7K22026-06-30
Towerpoint Wealth, LLC$335.6K52026-06-30
Blue Zone Wealth Advisors, LLC$335.2K62026-06-30
Asl Financial, LLC$305.9K12026-06-30
Hcr Wealth Advisors$301.6K102026-06-30
Steward Partners Investment Advisory, LLC$263.2K4812026-06-30
Argyle Capital Partners, LLC$250.8K32026-06-30
Vaquero Private Wealth, Ltd$250.7K62026-06-30
Triagen Wealth Management LLC$230.3K32026-06-30
Wells Fargo & Company/mn$226.7K02026-06-30
Citadel Advisors LLC$223.4K02026-06-30
Cypress Wealth Services, LLC$221.8K142026-06-30
Gerald Baker Financial Group LLC$220.2K02026-06-30
O'Donnell Financial Services, LLC$203.4K62026-06-30
Wealth Enhancement Advisory Services, LLC$202.8K1,0262026-06-30
Johnson Bixby & Associates, LLC$200.2K132026-06-30
Rossby Financial, Lcc$147.5K312026-06-30
Allworth Financial, LP$141.9K3172026-06-30
Integrated Wealth Concepts LLC$129K4802026-06-30
Ameriflex Group, Inc.$91.6K2122026-06-30
Private Trust Co NA$79.3K02026-06-30
Ifg Advisory, LLC$49.3K1102026-06-30
Comerica Bank$48.9K02025-12-31
Global Retirement Partners LLC$46.1K4912026-06-30
Larson Financial Group LLC$44.7K672026-06-30
Fifth Third Bancorp$44.3K02026-06-30
Ameritas Investment Partners, Inc.$42.6K72026-06-30
Harbour Investments, Inc.$40.1K2472026-06-30
Dunhill Financial, LLC$14.3K122026-06-30
Assetmark, Inc$13.2K2202026-06-30
Stonebridge Financial Group, Llc/ca$1.9K02026-06-30
Cambridge Investment Research Advisors, Inc.$9143,9402026-03-31
Spectrum Wealth Advisory Group, LLC$81132026-06-30
Centaurus Financial, Inc.$5954312026-06-30
Wedbush Securities Inc$2472202026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30