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First Trust California Munic (FCAL)

CUSIP: 33739P863 | NYSE | 166 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Westside Investment Management, Inc.107,385
0.6% of portfolio›$5.0M
Ignite Planners, LLC80,419
0.5% of portfolio›$3.7M
Golden State Wealth Management, LLC67,589
0.3% of portfolio›$3.1M
Magnus Financial Group LLC45,414
0.1% of portfolio›$2.1M
Hennion & Walsh Asset Management, Inc.37,564
0.1% of portfolio›$1.7M
Integral Investment Advisors, Inc.37,305
0.4% of portfolio›$1.7M
MGO One Seven LLC34,738
0.0% of portfolio›$1.6M
Southland Equity Partners LLC30,031
0.2% of portfolio›$1.4M
Navigation Group, LLC29,536
0.3% of portfolio›$1.4M
Warren Street Wealth Advisors, LLC19,160
0.2% of portfolio›$885.9K
Commonwealth Equity Services, LLC19,134
0.0% of portfolio›$884.7K
Wedbush Securities Inc15,778
0.0% of portfolio›$729.0K
Climber Capital SA14,635
0.4% of portfolio›$641.6K
Cambridge Investment Research Advisors, Inc.12,054
0.0% of portfolio›$557.0K
Kingswood Wealth Advisors, LLC11,906
0.0% of portfolio›$550.5K
FF Advisors,LLC9,434
0.2% of portfolio›$436.2K
D.A. Davidson & Co.9,273
0.0% of portfolio›$428.7K
Guild Investment Management, Inc.8,500
0.3% of portfolio›$393.0K
Farther Finance Advisors, LLC8,500
0.0% of portfolio›$393.0K
CLG LLC7,501
0.1% of portfolio›$346.8K
Blue Zone Wealth Advisors, LLC6,750
0.0% of portfolio›$312.1K
Wespac Advisors SoCal, LLC6,563
0.1% of portfolio›$303.4K
SeaCrest Wealth Management, LLC6,440
0.0% of portfolio›$297.7K
Foronjy Financial LLC6,409
0.1% of portfolio›$296.3K
Towerpoint Wealth, LLC6,176
0.1% of portfolio›$285.5K
ASL Financial, LLC6,160
0.2% of portfolio›$284.8K
HCR Wealth Advisors6,075
0.0% of portfolio›$280.9K
Wealth Enhancement Advisory Services, LLC5,928
0.0% of portfolio›$272.9K
Vaquero Private Wealth, LTD5,050
0.0% of portfolio›$233.5K
TriaGen Wealth Management LLC4,639
0.1% of portfolio›$214.5K
Argyle Capital Partners, LLC4,626
0.1% of portfolio›$213.9K
Cypress Wealth Services, LLC4,507
0.0% of portfolio›$208.9K
Mosley Wealth Management3,710
0.1% of portfolio›$174.0K
Private Trust Co NA2,820
0.0% of portfolio›$130.4K
Parallel Advisors, LLC1,000
0.0% of portfolio›$46.2K
Fifth Third Bancorp901
0.0% of portfolio›$41.7K
Larson Financial Group LLC900
0.0% of portfolio›$41.6K
Team Financial Group, LLC35
0.0% of portfolio›$1.6K
StyleTurnoverLocationFiled
Westside Investment Management, Inc.
107,385$5.0M0.6%GrowthLowSanta Monica, CA2026-11-02
Ignite Planners, LLC
80,419$3.7M0.5%CoreLowSan Clemente, CA2026-10-14
Golden State Wealth Management, LLC
67,589$3.1M0.3%ETFMediumSanta Ana, CA2026-11-02
Magnus Financial Group LLC
45,414$2.1M0.1%ETFLowNew York, NY2026-10-21
Hennion & Walsh Asset Management, Inc.
37,564$1.7M0.1%ValueMediumParsippany, NJ2026-10-13
Integral Investment Advisors, Inc.
37,305$1.7M0.4%ETFVery LowTurlock, CA2026-11-03
MGO One Seven LLC
34,738$1.6M0.0%GrowthLowBeachwood, OH2026-10-28
Southland Equity Partners LLC
30,031$1.4M0.2%ETFLowWildwood, MO2026-10-14
Navigation Group, LLC
29,536$1.4M0.3%ETFVery LowRedwood City, CA2026-10-28
Warren Street Wealth Advisors, LLC
19,160$885.9K0.2%ETFMediumIrvine, CA2026-11-04
Commonwealth Equity Services, LLC
19,134$884.7K0.0%ETFLowWaltham, MA2026-11-02
Wedbush Securities Inc
15,778$729.0K0.0%CoreLowPasadena, CA2026-10-22
Climber Capital SA
14,635$641.6K0.4%ETFLowNyon, Switzerland2026-10-20
Cambridge Investment Research Advisors, Inc.
12,054$557.0K0.0%ETFLowFairfield, IA2026-11-02
Kingswood Wealth Advisors, LLC
11,906$550.5K0.0%GrowthLowSan Diego, CA2026-10-23
FF Advisors,LLC
9,434$436.2K0.2%ETFLowManhattan Beach, CA2026-10-21
D.A. Davidson & Co.
9,273$428.7K0.0%CoreLowGreat Falls, MT2026-10-28
Guild Investment Management, Inc.
8,500$393.0K0.3%GARPMediumWestlake Village, CA2026-11-03
Farther Finance Advisors, LLC
8,500$393.0K0.0%IndexLowSan Francisco, CA2026-10-08
CLG LLC
7,501$346.8K0.1%ETFMediumLong Beach, CA2026-10-13
Blue Zone Wealth Advisors, LLC
6,750$312.1K0.0%MomentumLowLos Angeles, CA2026-10-19
Wespac Advisors SoCal, LLC
6,563$303.4K0.1%GrowthMediumPasadena, CA2026-10-13
SeaCrest Wealth Management, LLC
6,440$297.7K0.0%GrowthLowPurchase, NY2026-10-21
Foronjy Financial LLC
6,409$296.3K0.1%ETFLowLos Osos, CA2026-10-14
Towerpoint Wealth, LLC
6,176$285.5K0.1%ETFLowSacramento, CA2026-10-13
ASL Financial, LLC
6,160$284.8K0.2%ETFVery LowLos Gatos, CA2026-10-15
HCR Wealth Advisors
6,075$280.9K0.0%GrowthLowLos Angeles, CA2026-10-15
Wealth Enhancement Advisory Services, LLC
5,928$272.9K0.0%CoreLowPlymouth, MN2026-10-13
Vaquero Private Wealth, LTD
5,050$233.5K0.0%ETFN/ADallas, TX2026-10-27
TriaGen Wealth Management LLC
4,639$214.5K0.1%CoreMediumCalabasas, CA2026-10-14
Argyle Capital Partners, LLC
4,626$213.9K0.1%CoreLowLos Angeles, CA2026-10-23
Cypress Wealth Services, LLC
4,507$208.9K0.0%ETFLowPalm Desert, CA2026-10-21
Mosley Wealth Management
3,710$174.0K0.1%ETFHighAnaheim, CA2026-10-16
Private Trust Co NA
2,820$130.4K0.0%CoreLowCleveland, OH2026-10-20
Parallel Advisors, LLC
1,000$46.2K0.0%IndexLowSan Francisco, CA2026-11-03
Fifth Third Bancorp
901$41.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Larson Financial Group LLC
900$41.6K0.0%GrowthLowSt Louis, MO2026-11-05
Team Financial Group, LLC
35$1.6K0.0%ETFLowTemecula, CA2026-10-30