FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF

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FCAL·33739P863·US·ETF·Unknown - Unknown-13D/G

FCAL (FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF) is held by 27 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($51.3M), MORGAN STANLEY ($10.7M), GUGGENHEIM CAPITAL LLC ($4.6M). Net institutional sentiment: Mixed.

27

Holders

(3 Elite)

$89.8M

Total Value

48% (25)

Consensus

12 buying - 13 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)82

Insider (Form 4)55

Activist (13D/13G)67

Congressional (STOCK Act)66

Holder Quality

17

★★★★★

Elite

13

★★★★

Strong

25

★★★

Solid

63

★★

Below

62

★

Weak

Held by 27 funds

3 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists Oct 29, 2025 · Congress none

ActivistFTFirst Trust Portfolios L.P.5.6%Oct 29, 2025

View all activist filings

Top Holders

Top Holders (27)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	1M(+9.6%)	$51.3M	0.0%	+4.83%	32
MORGAN STANLEY	Decreased	216,147(-5.6%)	$10.7M	0.0%	+4.06%	0
GUGGENHEIM CAPITAL LLC	Decreased	93,217(-3.9%)	$4.6M	0.0%	+3.86%	0
Cetera Investment Advisers	Decreased	86,212(-0.1%)	$4.3M	0.0%	+4.75%	0
OSAIC HOLDINGS, INC.	Increased	55,361(+94.0%)	$2.7M	0.0%	+2.11%	42
UBS Group AG	Increased	45,083(+5.7%)	$2.2M	0.0%	+6.29%	28
HighTower Advisors, LLC	Increased	43,481(+54.6%)	$2.2M	0.0%	+2.74%	37
Mariner, LLC	Decreased	42,483(-53.5%)	$2.1M	0.0%	+3.40%	0
Cerity Partners LLC	Decreased	34,375(-5.3%)	$1.7M	0.0%	+0.29%	0
Rockefeller Capital Management L.P.	Increased	25,211(+4.7%)	$1.3M	0.0%	+1.17%	27
COMMONWEALTH EQUITY SERVICES, LLC	Increased	18,453(+0.1%)	$916,250	0.0%	+6.31%	25
JANE STREET GROUP, LLC	Decreased	15,849(-47.5%)	$786,938	0.0%	+1.24%	0
RAYMOND JAMES FINANCIAL INC	Increased	12,845(+0.9%)	$637,795	0.0%	+4.16%	25
Farther Finance Advisors, LLC	Increased	12,500(+13.6%)	$620,653	0.0%	+1.81%	28
Private Advisor Group, LLC	New	11,404	$566,249	0.0%	-2.11%	34
Quantinno Capital Management LP	Unchanged	10,696	$531,080	0.0%	+1.17%	0
ROYAL BANK OF CANADA	Decreased	9,934(-29.0%)	$493,000	0.0%	+3.70%	0
D.A. DAVIDSON & CO.	Decreased	9,273(-0.3%)	$460,425	0.0%	+3.06%	0
NewEdge Advisors, LLC	Unchanged	7,222	$358,588	0.0%	+0.39%	0
Steward Partners Investment Advisory, LLC	Unchanged	5,300	$263,157	0.0%	+2.56%	0

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FCALFIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer