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Get Institutions for : 
First Trust California Municipal High Income (FCAL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    4
Total shares held : 
2,617,423  
% of shares held : 
29.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  14  
Amount of shares held : 
446,225  
% of shares held change : 
  4.96%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 36,404
 1.39%
 
Increased Positions :
21
 610,147
 23.31%
 
Unchanged Positions :
8
 92,434
 3.53%
 
Decreased Positions :
11
-56,534
-2.16%
 
Closed Positions :
5
-143,792
-5.49%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   GOLDMAN SACHS GROUP INC/ 2471 *New 2024-03-31 113,143 $5,618,000 113,143
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1081 *New 2024-03-31 87,208 $4,330,000 87,208
   CHANNEL WEALTH LLC 91 *New 2024-03-31 9,246 $459,000 9,246
   Atria Wealth Solutions Inc. 1597 *New 2024-03-31 5,560 $276,000 5,560
   Johnson Bixby & Associates LLC 110 *New 2024-03-31 4,033 $200,000 4,033

  5 Records found
  1    
  Page 1 of 1
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