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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: 3-31-2022 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 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
   Citizens Business Bank 31 - 2024-03-31 89,884 $4,463,000 -24,365
   Westside Investment Management Inc. 23 - 2024-03-31 85,850 $4,261,000 -1,050
   Catalina Capital Group LLC 28 - 2024-03-31 31,914 $1,585,000 -1,783
   Advisor Group Holdings Inc. 1910 - 2024-03-31 30,512 $1,515,000 -2,622
   HIGHTOWER ADVISORS, LLC 1993 - 2024-03-31 14,270 $709,000 -5,335
   TriaGen Wealth Management LLC 85 - 2024-03-31 12,292 $610,000 -78
   Twin Peaks Wealth Advisors LLC 79 - 2024-03-31 8,071 $401,000 -5,364
   Perennial Investment Advisors LLC 250 - 2024-03-31 6,276 $312,000 -646
   HANSON MCCLAIN, INC. 729 - 2024-03-31 4,694 $233,000 -9,870
   SUMMIT INVESTMENT ADVISORS INC 1480 - 2024-03-31 3,046 $151,000 -21
   Global Retirement Partners LLC 1451 - 2024-03-31 864 $43,000 -32
   WELLS FARGO & CO/MN 6815 - 2024-03-31 1 $0 -2,060
  12 Records found
  1    
  Page 1 of 1
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