FIRST TRUST CALIFORNIA MUNIC FCAL
$49.72
+0.2% 52w: $45.91 – $49.72
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data45.9147.8249.72
Jun 20, 2025 Jul 2, 2026
Institutional holders
77
-1 QoQ
13F value
$138.4M
+0.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FCAL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 942.3K | $46.1M | 0.0% | +8.0% |
| MORGAN STANLEY | Bank broker | 229.0K | $11.2M | 0.0% | +4.8% |
| Composition Wealth, LLC | Wealth advisor | 143.5K | $7.0M | 0.1% | -4.0% |
| Citizens Business Bank | Other | 118.8K | $5.8M | 1.0% | New |
| Westside Investment Management, Inc. | Diversified mechanical | 105.9K | $5.2M | 0.8% | -0.7% |
| GUGGENHEIM CAPITAL LLC | Diversified mechanical | 97.0K | $4.7M | 0.0% | -1.3% |
| Mariner, LLC | Diversified mechanical | 91.3K | $4.5M | 0.0% | +80.5% |
| Cetera Investment Advisers | Wealth advisor | 86.3K | $4.2M | 0.0% | +8.5% |
| Ignite Planners, LLC | Wealth advisor | 59.9K | $2.9M | 0.5% | -0.8% |
| Magnus Financial Group LLC | Wealth advisor | 44.2K | $2.2M | 0.2% | +0.3% |
| Compound Planning, Inc. | Wealth advisor | 43.7K | $2.1M | 0.1% | +4.1% |
| UBS Group AG | Bank broker | 42.6K | $2.1M | 0.0% | -1.4% |
| CHANNEL WEALTH LLC | Other | 41.1K | $2.0M | 0.5% | +19.1% |
| Cerity Partners LLC | Diversified mechanical | 36.3K | $1.8M | 0.0% | New |
| Southland Equity Partners LLC | Wealth advisor | 35.9K | $1.8M | 0.3% | -17.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 35.4K | $1.7M | 0.0% | New |
| INTEGRAL INVESTMENT ADVISORS, INC. | Wealth advisor | 32.8K | $1.6M | 0.4% | +0.8% |
| JANE STREET GROUP, LLC | Market maker | 30.2K | $1.5M | 0.0% | -58.4% |
| Navigation Group, LLC | Wealth advisor | 29.5K | $1.4M | 0.3% | — |
| MGO ONE SEVEN LLC | Wealth advisor | 28.7K | $1.4M | 0.0% | -0.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 28.5K | $1.4M | 0.0% | -12.6% |
| HighTower Advisors, LLC | Diversified mechanical | 28.1K | $1.4M | 0.0% | +5.1% |
| Hennion & Walsh Asset Management, Inc. | Other | 25.0K | $1.2M | 0.0% | +37.8% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 24.1K | $1.2M | 0.0% | -64.0% |
| New Insight Wealth Advisors | Wealth advisor | 21.2K | $1.0M | 0.4% | +16.6% |
| Entruity Wealth, LLC | Wealth advisor | 20.8K | $1.0M | 0.7% | -1.6% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 19.7K | $962K | 0.0% | New |
| Mutual Advisors, LLC | Wealth advisor | 19.6K | $958K | 0.0% | -2.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 18.7K | $914K | 0.0% | +2.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 18.4K | $901K | 0.0% | -3.8% |
| Golden State Wealth Management, LLC | Wealth advisor | 18.3K | $893K | 0.1% | -6.5% |
| Catalina Capital Group, LLC | Wealth advisor | 16.5K | $809K | 0.5% | +0.7% |
| WESPAC Advisors SoCal, LLC | Other | 14.8K | $724K | 0.2% | -19.8% |
| Climber Capital SA | Wealth advisor | 14.6K | $715K | 0.5% | Held |
| ROYAL BANK OF CANADA | Bank broker | 14.0K | $684K | 0.0% | -80.0% |
| Warren Street Wealth Advisors, LLC | Wealth advisor | 13.5K | $659K | 0.2% | +16.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 12.7K | $622K | 0.0% | +7.0% |
| FLOW TRADERS U.S. LLC | Market maker | 12.2K | $594K | 0.0% | Held |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 12.0K | $586K | 0.0% | Held |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | Other | 11.3K | $555K | 0.0% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 11.0K | $539K | 0.0% | Held |
| Guild Investment Management, Inc. | Wealth advisor | 11.0K | $538K | 0.4% | Held |
| Quantinno Capital Management LP | Diversified mechanical | 10.7K | $523K | 0.0% | Held |
| CLG LLC | Wealth advisor | 10.3K | $503K | 0.1% | +15.5% |
| WCG Wealth Advisors LLC | Wealth advisor | 10.1K | $492K | 0.0% | -6.5% |
| Inspire Advisors, LLC | Wealth advisor | 9.4K | $460K | 0.0% | +4.9% |
| Perennial Investment Advisors, LLC | Wealth advisor | 9.4K | $459K | 0.0% | +25.0% |
| D.A. DAVIDSON & CO. | Wealth advisor | 9.3K | $455K | 0.0% | +19.4% |
| FORONJY FINANCIAL LLC | Wealth advisor | 9.3K | $453K | 0.2% | -8.3% |
| Tidemark, LLC | Wealth advisor | 8.7K | $427K | 0.1% | -17.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.