First Trust California Municipal Fund(FCAL)

$48.91—

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First Trust California Municipal Fund(FCAL)

NASDAQ

$48.91—

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FCAL(FCAL)

FCAL

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Institutional Ownership

Top 46 Institutional Holders

Holder	Shares	Date	Change	% Held
Team Financial Group, LLC	--	Jun 30, 26	-35	--
ENVESTNET ASSET MANAGEMENT INC	--	Jun 30, 26	-5.40K	--
MORGAN STANLEY	228.96K	Mar 31, 26	+10.53K	4.98%
GUGGENHEIM CAPITAL LLC	97.02K	Mar 31, 26	-1.25K	2.11%
Mariner, LLC	91.32K	Mar 31, 26	+40.72K	1.99%
Cetera Investment Advisers	86.32K	Mar 31, 26	+6.76K	1.88%
UBS Group AG	42.65K	Mar 31, 26	-603	0.93%
Cerity Partners LLC	36.28K	Mar 31, 26	+36.28K	0.79%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	35.39K	Mar 31, 26	+35.39K	0.77%
JANE STREET GROUP, LLC	30.18K	Mar 31, 26	-42.31K	0.66%
ADVISOR GROUP HOLDINGS, INC.	28.54K	Mar 31, 26	-4.13K	0.62%
Rockefeller Capital Management L.P.	24.09K	Mar 31, 26	-42.89K	0.52%
Entruity Wealth, LLC	20.77K	Mar 31, 26	-335	0.45%
OLD MISSION CAPITAL LLC	19.67K	Mar 31, 26	+19.67K	0.43%
Mutual Advisors, LLC	19.60K	Mar 31, 26	-528	0.43%
Catalina Capital Group, LLC	16.54K	Mar 31, 26	+123	0.36%
ROYAL BANK OF CANADA	14.00K	Mar 31, 26	-55.91K	0.30%
RAYMOND JAMES FINANCIAL INC	12.73K	Mar 31, 26	+830	0.28%
FLOW TRADERS U.S. LLC	12.15K	Mar 31, 26	--	0.26%
CENTAURUS FINANCIAL, INC.	11.98K	Mar 31, 26	--	0.26%
CLIFFORD SWAN INVESTMENT COUNSEL LLC	11.35K	Mar 31, 26	--	0.25%
Quantinno Capital Management LP	10.70K	Mar 31, 26	--	0.23%
WCG Wealth Advisors LLC	10.07K	Mar 31, 26	-696	0.22%
Inspire Advisors, LLC	9.40K	Mar 31, 26	+439	0.20%
Perennial Investment Advisors, LLC	9.39K	Mar 31, 26	+1.88K	0.20%
Tidemark, LLC	8.74K	Mar 31, 26	-1.82K	0.19%
NewEdge Advisors, LLC	7.22K	Mar 31, 26	-306.85K	0.16%
Steward Partners Investment Advisory, LLC	5.30K	Mar 31, 26	+200	0.12%
Argyle Capital Partners, LLC	5.05K	Mar 31, 26	--	0.11%
TWIN PEAKS WEALTH ADVISORS, LLC	3.49K	Mar 31, 26	+3.49K	0.08%
Allworth Financial LP	2.86K	Mar 31, 26	-163	0.06%
SRS Capital Advisors, Inc.	2.40K	Mar 31, 26	+1.20K	0.05%
AMERIFLEX GROUP, INC.	1.84K	Mar 31, 26	+9	0.04%
Larson Financial Group LLC	900	Mar 31, 26	--	0.02%
Ameritas Investment Partners, Inc.	857	Mar 31, 26	--	0.02%
HARBOUR INVESTMENTS, INC.	805	Mar 31, 26	-97	0.02%
WELLS FARGO & COMPANY/MN	1	Mar 31, 26	--	0.00%
Equitable Holdings, Inc.	--	Mar 31, 26	-6.19K	--
Running Point Capital Advisors, LLC	39.69K	Dec 31, 25	+3.41K	0.86%
COMERICA BANK	992	Dec 31, 25	+8	0.02%
Atria Wealth Solutions, Inc.	6.22K	Jun 30, 25	--	0.14%
AVANTAX ADVISORY SERVICES, INC.	5.95K	Jun 30, 25	-515	0.13%
Titus Wealth Management	4.70K	Jun 30, 22	+4.70K	0.10%
Hochman Cole Investment Advisors, Inc.	5.28K	Sep 30, 21	+5.28K	0.11%
Advisor Group, Inc.	23.65K	Dec 31, 19	+3.83K	0.51%
LADENBURG THALMANN FINANCIAL SERVICES INC.	8.40K	Dec 31, 19	+825	0.18%

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Holder

Date

Change

% Held

Team Financial Group, LLC

Jun 30, 26

-35

ENVESTNET ASSET MANAGEMENT INC

Jun 30, 26

-5.40K

MORGAN STANLEY

228.96K

Mar 31, 26

+10.53K

4.98%

GUGGENHEIM CAPITAL LLC

97.02K

Mar 31, 26

-1.25K

2.11%

Mariner, LLC

91.32K

Mar 31, 26

+40.72K

1.99%

Cetera Investment Advisers

86.32K

Mar 31, 26

+6.76K

1.88%

UBS Group AG

42.65K

Mar 31, 26

-603

0.93%

Cerity Partners LLC

36.28K

Mar 31, 26

+36.28K

0.79%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

35.39K

Mar 31, 26

+35.39K

0.77%

JANE STREET GROUP, LLC

30.18K

Mar 31, 26

-42.31K

0.66%

ADVISOR GROUP HOLDINGS, INC.

28.54K

Mar 31, 26

-4.13K

0.62%

Rockefeller Capital Management L.P.

24.09K

Mar 31, 26

-42.89K

0.52%

Entruity Wealth, LLC

20.77K

Mar 31, 26

-335

0.45%

OLD MISSION CAPITAL LLC

19.67K

Mar 31, 26

+19.67K

0.43%

Mutual Advisors, LLC

19.60K

Mar 31, 26

-528

0.43%

Catalina Capital Group, LLC

16.54K

Mar 31, 26

+123

0.36%

ROYAL BANK OF CANADA

14.00K

Mar 31, 26

-55.91K

0.30%

RAYMOND JAMES FINANCIAL INC

12.73K

Mar 31, 26

+830

0.28%

FLOW TRADERS U.S. LLC

12.15K

Mar 31, 26

0.26%

CENTAURUS FINANCIAL, INC.

11.98K

Mar 31, 26

0.26%

CLIFFORD SWAN INVESTMENT COUNSEL LLC

11.35K

Mar 31, 26

0.25%

Quantinno Capital Management LP

10.70K

Mar 31, 26

0.23%

WCG Wealth Advisors LLC

10.07K

Mar 31, 26

-696

0.22%

Inspire Advisors, LLC

9.40K

Mar 31, 26

+439

0.20%

Perennial Investment Advisors, LLC

9.39K

Mar 31, 26

+1.88K

0.20%

Tidemark, LLC

8.74K

Mar 31, 26

-1.82K

0.19%

NewEdge Advisors, LLC

7.22K

Mar 31, 26

-306.85K

0.16%

Steward Partners Investment Advisory, LLC

5.30K

Mar 31, 26

+200

0.12%

Argyle Capital Partners, LLC

5.05K

Mar 31, 26

0.11%

TWIN PEAKS WEALTH ADVISORS, LLC

3.49K

Mar 31, 26

+3.49K

0.08%

Allworth Financial LP

2.86K

Mar 31, 26

-163

0.06%

SRS Capital Advisors, Inc.

2.40K

Mar 31, 26

+1.20K

0.05%

AMERIFLEX GROUP, INC.

1.84K

Mar 31, 26

0.04%

Larson Financial Group LLC

900

Mar 31, 26

0.02%

Ameritas Investment Partners, Inc.

857

Mar 31, 26

0.02%

HARBOUR INVESTMENTS, INC.

805

Mar 31, 26

-97

0.02%

WELLS FARGO & COMPANY/MN

Mar 31, 26

0.00%

Equitable Holdings, Inc.

Mar 31, 26

-6.19K

Running Point Capital Advisors, LLC

39.69K

Dec 31, 25

+3.41K

0.86%

COMERICA BANK

992

Dec 31, 25

0.02%

Atria Wealth Solutions, Inc.

6.22K

Jun 30, 25

0.14%

AVANTAX ADVISORY SERVICES, INC.

5.95K

Jun 30, 25

-515

0.13%

Titus Wealth Management

4.70K

Jun 30, 22

+4.70K

0.10%

Hochman Cole Investment Advisors, Inc.

5.28K

Sep 30, 21

+5.28K

0.11%

Advisor Group, Inc.

23.65K

Dec 31, 19

+3.83K

0.51%

LADENBURG THALMANN FINANCIAL SERVICES INC.

8.40K

Dec 31, 19

+825

0.18%