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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
   Miracle Mile Advisors LLC 15 - 2024-03-31 1,330,261 $66,047,000 312,542
   LPL FINANCIAL CORP 828 - 2023-12-31 452,278 $22,573,000 22,756
   MORGAN STANLEY 3407 - 2023-12-31 177,738 $8,871,000 23,460
   Rockefeller Capital Management L.P. 520 - 2023-12-31 158,470 $7,909,000 2,214
   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
   ROYAL BANK OF CANADA 2241 - 2023-12-31 61,195 $3,054,000 -9,890
   Southland Equity Partners LLC 29 - 2024-03-31 56,171 $2,789,000 11,079
   MARINER WEALTH ADVISORS, LLC 1142 - 2023-12-31 33,550 $1,674,000 -760
   Advisor Group Holdings Inc. 2015 - 2023-12-31 33,134 $1,654,000 -11,222
   Catalina Capital Group LLC 28 - 2024-03-31 31,914 $1,585,000 -1,783
   UBS Group AG 3042 - 2023-12-31 31,350 $1,565,000 9,601
   Running Point Capital Advisors LLC 36 - 2023-12-31 30,951 $1,545,000 7,712
   Mutual Advisors LLC - 2024-03-31 29,550 $1,467,000 620
   Magnus Financial Group LLC - 2024-03-31 28,933 $1,437,000 805
   Cetera Investment Advisers 947 - 2023-12-31 27,162 $1,356,000 13,306
   Tidemark LLC 28 - 2023-12-31 25,049 $1,250,000 0
   INTEGRAL INVESTMENT ADVISORS INC. - 2024-03-31 21,750 $1,079,000 6,800
   FLOW TRADERS U.S. LLC 319 - 2023-12-31 21,552 $1,076,000 21,552
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1679 - 2024-03-31 21,406 $1,063,000 551
   MANCHESTER FINANCIAL INC 37 - 2024-03-31 21,120 $1,049,000 0
   ENVESTNET ASSET MANAGEMENT INC 2926 - 2023-12-31 19,946 $995,000 2,373
   HIGHTOWER ADVISORS, LLC 1802 - 2023-12-31 19,605 $978,000 -451
   SIGNATURE SECURITIES GROUP CORPORATION 82 - 2024-03-31 19,444 $965,000 140
   COMMONWEALTH EQUITY SERVICES LLC. 2332 - 2024-03-31 17,426 $865,000 7,713
   TriaGen Wealth Management LLC 85 - 2024-03-31 12,292 $610,000 -78
   Warren Street Wealth Advisors LLC - 2024-03-31 9,418 $468,000 0
   CHANNEL WEALTH LLC 91 *New 2024-03-31 9,246 $459,000 9,246
   Towerpoint Wealth LLC 54 - 2024-03-31 8,661 $430,000 2,353
   Twin Peaks Wealth Advisors LLC 79 - 2024-03-31 8,071 $401,000 -5,364
   We Are One Seven LLC 607 *New 2023-12-31 8,000 $399,000 8,000
   GTS SECURITIES LLC 1034 *New 2023-12-31 7,228 $361,000 7,228
   Perennial Investment Advisors LLC 219 - 2023-12-31 6,922 $345,000 -7,227
   EP WEALTH ADVISORS, INC. 604 *New 2023-12-31 6,165 $308,000 6,165
   MML INVESTORS SERVICES LLC 2051 - 2023-12-31 5,832 $291,000 -394
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2055 - 2024-03-31 4,786 $238,000 588
   HANSON MCCLAIN, INC. 729 - 2024-03-31 4,694 $233,000 -9,870
   Integrated Wealth Concepts LLC 1398 - 2023-12-31 4,476 $223,000 -20,889
   Cypress Wealth Services LLC 242 - 2024-03-31 4,250 $211,000 0
   HARBOUR INVESTMENTS INC. 842 - 2023-12-31 4,121 $206,000 600
   Private Advisor Group LLC - 2024-03-31 4,130 $205,000 30
   Johnson Bixby & Associates LLC 110 *New 2024-03-31 4,033 $200,000 4,033
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 177 *New 2023-12-31 4,011 $200,000 4,011
   SUMMIT INVESTMENT ADVISORS INC 1445 - 2023-12-31 3,067 $153,000 0
   WELLS FARGO & CO/MN 4268 - 2023-12-31 2,061 $103,000 2,061
   CHILTON CAPITAL MANAGEMENT LLC 321 - 2023-12-31 1,414 $71,000 0
   Global Retirement Partners LLC 1451 - 2024-03-31 864 $43,000 -32
   PRIVATE TRUST CO NA 1497 - 2024-03-31 331 $16,000 110
   Dunhill Financial LLC 176 *New 2023-12-31 270 $13,000 270
   TOWER RESEARCH CAPITAL LLC 5027 *New 2023-12-31 86 $4,000 86
   Team Financial Group LLC 186 - 2023-12-31 35 $2,000 -926
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   JANE STREET GROUP LLC 5412 *Closed 2023-12-31 0 $0 -107,038
   Stratos Wealth Advisors LLC 727 *Closed 2024-03-31 0 $0 -6,357
   Kestra Advisory Services LLC 2294 *Closed 2023-12-31 0 $0 -6,034
   H D Vest Advisory Services 1601 *Closed 2023-12-31 0 $0 -10,914
   Advisor Resource Council 383 *Closed 2024-03-31 0 $0 -4,261
   STIFEL FINANCIAL CORP 3413 *Closed 2023-12-31 0 $0 -5,052
  58 Records found
  1    
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