Who owns FCAL?
First Trust California Municipal High Income ETF · First Trust
87 institutions reported holding FCAL, worth $145.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FCAL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $51.3M | 1,032,799 | +90,535 shares |
| Morgan Stanley | New York, NY | $10.7M | 216,147 | −12,808 shares |
| Citizens Business Bank | Ontario, CA | $5.9M | 118,489 | −323 shares |
| Westside Investment Management, Inc. | Santa Monica, CA | $5.2M | 103,785 | −2,100 shares |
| Guggenheim Capital LLC | Chicago, IL | $4.6M | 93,217 | −3,798 shares |
| Cetera Investment Advisers | Schaumburg, IL | $4.3M | 86,212 | −109 shares |
| Ignite Planners, LLC | San Clemente, CA | $3.7M | 80,134 | +20,260 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $2.7M | 55,361 | +26,822 shares |
| Elequin Capital, LP | New York, NY | $2.7M | 54,092 | New position |
| UBS Group AG | Zurich, Switzerland | $2.2M | 45,083 | +2,434 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FCAL?
87 institutional managers reported holding FCAL in Form 13F filings for June 30, 2026, worth $145.3M in total. The largest reported position was held by LPL Financial LLC, at $51.3M.
Did institutions buy or sell FCAL last quarter?
Reported 13F value rose 5.9% from March 31, 2026, which includes price moves as well as buying and selling. 18 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FCAL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.