FIRST TRUST CALIFORNIA MUNIC (FCAL) Institutional Shareholders
FIRST TRUST CALIFORNIA MUNIC (FCAL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $134.36M in FCAL holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FCAL tracked by InsiderSet, reporting ownership valued at approximately $46.07M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $45.81M, representing an estimated loss of -0.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed FCAL value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Citizens Business Bank, and several other long-term asset managers with concentrated positions in FIRST TRUST CALIFORNIA MUNIC (FCAL).
This page ranks the largest institutional FCAL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
80
Total Reported Value
$134.36M
Largest Holder
Lpl Financial Llc
Largest Position
$46.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 942,264 | $46,067,290 | $45,808,164 | -$259,126 | -0.56% | |
| Morgan Stanley | 0.00% | 228,955 | $11,193,623 | $11,130,647 | -$62,976 | -0.56% | |
| Citizens Business Bank | 0.95% | 118,812 | $5,808,717 | $5,776,045 | -$32,672 | -0.56% | |
| Westside Investment Management, Inc. | 0.68% | 103,785 | $5,153,153 | $5,045,508 | -$107,645 | -2.09% | |
| Guggenheim Capital Llc | 0.04% | 97,015 | $4,743,063 | $4,716,384 | -$26,679 | -0.56% | |
| Mariner, Llc | 0.01% | 91,324 | $4,464,814 | $4,439,716 | -$25,098 | -0.56% | |
| Cetera Investment Advisers | 0.00% | 86,321 | $4,220,222 | $4,196,495 | -$23,727 | -0.56% | |
| Ignite Planners, Llc | 0.51% | 80,134 | $3,678,781 | $3,895,714 | +$216,933 | +5.90% | |
| Magnus Financial Group Llc | 0.16% | 44,624 | $2,215,680 | $2,169,396 | -$46,284 | -2.09% | |
| Compound Planning, Inc. | 0.07% | 43,679 | $2,135,467 | $2,123,455 | -$12,012 | -0.56% | |
| Ubs Group Ag | 0.00% | 42,649 | $2,085,110 | $2,073,381 | -$11,729 | -0.56% | |
| Channel Wealth Llc | 0.49% | 41,084 | $2,008,597 | $1,997,299 | -$11,298 | -0.56% | |
| Integral Investment Advisors, Inc. | 0.41% | 37,730 | $1,873,378 | $1,834,244 | -$39,134 | -2.09% | |
| Cerity Partners Llc | 0.00% | 36,279 | $1,773,680 | $1,763,704 | -$9,976 | -0.56% | |
| Susquehanna International Group, Llp | 0.00% | 35,388 | $1,730,119 | $1,720,388 | -$9,731 | -0.56% | |
| Hennion & Walsh Asset Management, Inc. | 0.05% | 33,563 | $1,666,477 | $1,631,665 | -$34,812 | -2.09% | |
| Composition Wealth, Llc | 0.02% | 33,370 | $1,656,888 | $1,622,283 | -$34,605 | -2.09% | |
| Golden State Wealth Management, Llc | 0.14% | 32,001 | $1,588,946 | $1,555,729 | -$33,217 | -2.09% | |
| Mgo One Seven Llc | 0.03% | 31,195 | $1,548,900 | $1,516,545 | -$32,355 | -2.09% | |
| Southland Equity Partners Llc | 0.26% | 30,129 | $1,495,980 | $1,464,721 | -$31,259 | -2.09% | |
| Jane Street Group, Llc | 0.00% | 30,181 | $1,475,549 | $1,467,249 | -$8,300 | -0.56% | |
| Navigation Group, Llc | 0.29% | 29,536 | $1,466,527 | $1,435,893 | -$30,634 | -2.09% | |
| Osaic Holdings, Inc. | 0.00% | 28,539 | $1,395,678 | $1,387,423 | -$8,255 | -0.59% | |
| Hightower Advisors, Llc | 0.00% | 28,122 | $1,374,881 | $1,367,151 | -$7,730 | -0.56% | |
| Rockefeller Capital Management L.P. | 0.00% | 24,085 | $1,177,554 | $1,170,892 | -$6,662 | -0.57% | |
| Entruity Wealth, Llc | 0.69% | 20,766 | $1,015,250 | $1,009,539 | -$5,711 | -0.56% | |
| New Insight Wealth Advisors | 0.29% | 19,897 | $987,930 | $967,293 | -$20,637 | -2.09% | |
| Old Mission Capital Llc | 0.02% | 19,668 | $961,568 | $956,160 | -$5,408 | -0.56% | |
| Mutual Advisors, Llc | 0.02% | 19,602 | $958,323 | $952,951 | -$5,372 | -0.56% | |
| Warren Street Wealth Advisors, Llc | 0.21% | 19,170 | $951,827 | $931,950 | -$19,877 | -2.09% | |
| Commonwealth Equity Services, Llc | 0.00% | 18,453 | $916,250 | $897,093 | -$19,157 | -2.09% | |
| Catalina Capital Group, Llc | 0.50% | 16,540 | $808,657 | $804,092 | -$4,565 | -0.56% | |
| Climber Capital Sa | 0.44% | 14,635 | $725,224 | $711,481 | -$13,743 | -1.90% | |
| Royal Bank Of Canada | 0.00% | 13,998 | $684,000 | $680,513 | -$3,487 | -0.51% | |
| Kingswood Wealth Advisors, Llc | 0.03% | 12,918 | $641,407 | $628,009 | -$13,398 | -2.09% | |
| Raymond James Financial Inc | 0.00% | 12,732 | $622,465 | $618,966 | -$3,499 | -0.56% | |
| Farther Finance Advisors, Llc | 0.00% | 12,500 | $620,653 | $607,688 | -$12,966 | -2.09% | |
| Guild Investment Management, Inc. | 0.42% | 12,500 | $620,653 | $607,688 | -$12,966 | -2.09% | |
| Private Advisor Group, Llc | 0.00% | 11,404 | $566,249 | $554,405 | -$11,844 | -2.09% | |
| Clifford Swan Investment Counsel Llc | 0.02% | 11,345 | $554,657 | $551,537 | -$3,120 | -0.56% | |
| Quantinno Capital Management Lp | 0.00% | 10,696 | $522,927 | $519,986 | -$2,941 | -0.56% | |
| Clg Llc | 0.11% | 9,972 | $495,121 | $484,789 | -$10,332 | -2.09% | |
| Wcg Wealth Advisors Llc | 0.01% | 10,070 | $492,345 | $489,553 | -$2,792 | -0.57% | |
| D.A. Davidson & Co. | 0.00% | 9,273 | $460,425 | $450,807 | -$9,618 | -2.09% | |
| Inspire Advisors, Llc | 0.04% | 9,402 | $459,676 | $457,078 | -$2,598 | -0.57% | |
| Perennial Investment Advisors, Llc | 0.04% | 9,389 | $459,050 | $456,446 | -$2,604 | -0.57% | |
| Crux Wealth Advisors | 0.15% | 8,709 | $432,434 | $423,388 | -$9,046 | -2.09% | |
| Tidemark, Llc | 0.11% | 8,743 | $427,429 | $425,041 | -$2,388 | -0.56% | |
| Seacrest Wealth Management, Llc | 0.04% | 7,807 | $387,640 | $379,537 | -$8,103 | -2.09% | |
| Wespac Advisors Socal, Llc | 0.07% | 7,605 | $377,605 | $369,717 | -$7,888 | -2.09% |
Frequently asked questions about FCAL
Who owns the most FCAL stock?
The largest holders of FCAL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST CALIFORNIA MUNIC (FCAL).
Is FCAL widely held by superinvestors?
Many widely followed stocks like FCAL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FCAL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.