FCAL

First Trust California MunicETF
UnclassifiedUSCUSIP 33739P863◍ Confluence graph
Tracked 13F Holders
84
-21 QoQ
13F Value (tracked)
$136.4M
13F Moves · latest Q
18 added
11 trimmed
Recent Filings
15

Who owns FCAL?

84 tracked 13F filers

84 tracked 13F filers disclose a position in FCAL as of the latest SEC 13F filings, a combined $136.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$46.1M
942K
+8.0%
Added · +69K sh
Q1 2026
2MORGAN STANLEY
$11.2M
229K
+4.8%
Added · +11K sh
Q1 2026
3Citizens Business Bank
$5.9M
118K
−0.3%
Reduced · −323 sh
Q2 2026
4Westside Investment Management, Inc.
$5.2M
104K
−2.0%
Reduced · −2K sh
Q2 2026
5GUGGENHEIM CAPITAL LLC
$4.7M
97K
−1.3%
Reduced · −1K sh
Q1 2026
6Mariner, LLC
$4.5M
91K
+80%
Added · +41K sh
Q1 2026
7Cetera Investment Advisers
$4.2M
86K
+8.5%
Added · +7K sh
Q1 2026
8Ignite Planners, LLC
$3.7M
80K
+34%
Added · +20K sh
Q2 2026
9CHANNEL WEALTH LLC
$2.2M
45K
+9.5%
Added · +4K sh
Q2 2026
10Magnus Financial Group LLC
$2.2M
45K
+0.9%
Added · +382 sh
Q2 2026
11UBS Group AG
$2.1M
43K
−1.4%
Reduced · −603 sh
Q1 2026
12INTEGRAL INVESTMENT ADVISORS, INC.
$1.9M
38K
+15%
Added · +5K sh
Q2 2026
13Cerity Partners LLC
$1.8M
36K
New
+36K sh
Q1 2026
14SUSQUEHANNA INTERNATIONAL GROUP, LLP
$1.7M
35K
New
+35K sh
Q1 2026
15Compound Planning, Inc.
$1.7M
35K
−20%
Reduced · −9K sh
Q2 2026
16Hennion & Walsh Asset Management, Inc.
$1.7M
34K
+34%
Added · +9K sh
Q2 2026
17Composition Wealth, LLC
$1.7M
33K
−77%
Reduced · −110K sh
Q2 2026
18Golden State Wealth Management, LLC
$1.6M
32K
+75%
Added · +14K sh
Q2 2026
19MGO ONE SEVEN LLC
$1.5M
31K
+8.7%
Added · +3K sh
Q2 2026
20JANE STREET GROUP, LLC
$1.5M
30K
−58%
Reduced · −42K sh
Q1 2026
21Southland Equity Partners LLC
$1.5M
30K
−16%
Reduced · −6K sh
Q2 2026
22Navigation Group, LLC
$1.5M
30K
Held
Q2 2026
23OSAIC HOLDINGS, INC.
$1.4M
29K
−13%
Reduced · −4K sh
Q1 2026
24HighTower Advisors, LLC
$1.4M
28K
+5.1%
Added · +1K sh
Q1 2026
25Rockefeller Capital Management L.P.
$1.2M
24K
−64%
Reduced · −43K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FCAL being bought or sold by institutions?

Last quarter, 5 funds opened a new position in FCAL and 13 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
13
funds
Reduced
11
funds
Exited
0
funds

Funds that own FCAL also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA39 funds$5.7B
APPLE INCAAPL38 funds$6.0B
MICROSOFT CORPMSFT38 funds$3.1B
ALPHABET INC-CL AGOOGL38 funds$2.2B
SS SPDR S&P 500 ETF TRUST-USSPY38 funds$2.2B
INVESCO QQQ TRUST SERIES 1QQQ38 funds$1.3B
AMAZON.COM INCAMZN37 funds$2.4B
TESLA INCTSLA37 funds$1.2B
ALPHABET INC-CL CGOOG36 funds$1.8B
BERKSHIRE HATHAWAY INC-CL BBRK/B36 funds$1.2B
VANGUARD S&P 500 ETFVOO35 funds$1.9B
BROADCOM INCAVGO35 funds$1.8B

Ranked by how many of FCAL's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

51 funds+5 since Q3 2024
03672Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $46.9M

Share classes

Class13F holdersValue held
FTLSmc245 funds$1.7B
FPEImc203 funds$1.5B
FMHImc174 funds$656.9M
FSMBmc125 funds$452.1M
FEMBmc96 funds$217.1M
FCALthis pageMF Closed and MF Open84 funds$136.4M
RFDIUIT EXCHANGE TRADED50 funds$108.1M
HUSVmc46 funds$56.0M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for FCAL

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Ask your agent what changed in FCAL

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FCAL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FCAL.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FCAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.