13FBOX
FRST TST CALIFORNIA MUN HIGH INC · 13F Institutional Holdings
Options Calculator Rankings
F

FRST TST CALIFORNIA MUN HIGH INC

FCAL
Institutions
88
Combined AUM (Q2 2026)
$145.0M
Combined Shares (Q2 2026)
2.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+446,259
47 · 18 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-326,388
33 · 7 Exit · ≈
⚖️ Net
+119,871
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$145.0M
Institutions
88
New Buys
18
Adds
29
Reduces
26
Exits
7
Unchanged
15
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.01%0.01%#52$51.3M1.0M$46.1M942,264+90,535+9.61%Add
MORGAN STANLEY
<0.01%<0.01%#76$10.7M216,147$10.2M209,544+6,603+3.15%Add
Citizens Business Bank
0.9%0.95%#1$5.9M118,489$5.8M118,812-323-0.27%Reduce
Westside Investment Management, Inc.
0.68%0.79%#2$5.2M103,785$5.2M105,885-2,100-1.98%Reduce
GUGGENHEIM CAPITAL LLC
0.03%0.04%#38$4.6M93,217$4.7M97,015-3,798-3.91%Reduce
Cetera Investment Advisers
<0.01%<0.01%#56$4.3M86,212$4.2M86,321-109-0.13%Reduce
Ignite Planners, LLC
0.5%0.45%#3$3.7M80,134$2.9M59,874+20,260+33.84%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#58$2.7M55,361$1.4M28,539+26,822+93.98%Add
Elequin Capital, LP
0.08%#24$2.7M54,092$00+54,092New Buy
UBS Group AG
<0.01%<0.01%#79$2.2M45,083$2.1M42,649+2,434+5.71%Add
CHANNEL WEALTH LLC
0.5%0.49%#4$2.2M44,985$2.0M41,084+3,901+9.50%Add
Magnus Financial Group LLC
0.16%0.18%#17$2.2M44,624$2.2M44,242+382+0.86%Add
HighTower Advisors, LLC
<0.01%<0.01%#63$2.2M43,481$1.4M28,122+15,359+54.62%Add
Mariner, LLC
<0.01%0.01%#62$2.1M42,483$4.5M91,324-48,841-53.48%Reduce
INTEGRAL INVESTMENT ADVISORS, INC.
0.41%0.4%#7$1.9M37,730$1.6M32,755+4,975+15.19%Add
Stonebridge Financial Group, LLC/CA
0.26%#11$1.9M37,613$00+37,613New Buy
Compound Planning, Inc.
0.05%0.07%#33$1.7M35,043$2.1M43,679-8,636-19.77%Reduce
Cerity Partners LLC
<0.01%<0.01%#64$1.7M34,375$1.8M36,279-1,904-5.25%Reduce
Hennion & Walsh Asset Management, Inc.
0.05%0.04%#32$1.7M33,563$1.2M24,982+8,581+34.35%Add
Composition Wealth, LLC
0.02%0.1%#48$1.7M33,370$7.0M143,476-110,106-76.74%Reduce
Golden State Wealth Management, LLC
0.14%0.1%#19$1.6M32,001$893,48918,275+13,726+75.11%Add
MGO ONE SEVEN LLC
0.03%0.03%#44$1.5M31,195$1.4M28,695+2,500+8.71%Add
Southland Equity Partners LLC
0.26%0.34%#10$1.5M30,129$1.8M35,863-5,734-15.99%Reduce
Navigation Group, LLC
0.29%0.34%#9$1.5M29,536$1.4M29,53600.00%Unchanged
Rockefeller Capital Management L.P.
<0.01%<0.01%#65$1.3M25,211$1.2M24,085+1,126+4.68%Add
Savvy Advisors, Inc.
0.02%#47$1.0M20,320$00+20,320New Buy
New Insight Wealth Advisors
0.29%0.37%#8$987,93019,897$1.0M21,172-1,275-6.02%Reduce
Warren Street Wealth Advisors, LLC
0.21%0.17%#14$951,82719,170$659,08613,481+5,689+42.20%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#69$916,25018,453$900,93018,428+25+0.14%Add
Cascade Financial Partners, LLC
0.08%#25$898,85418,103$00+18,103New Buy
Mutual Advisors, LLC
0.02%0.02%#51$843,95716,997$958,32319,602-2,605-13.29%Reduce
WCG Wealth Advisors LLC
0.02%0.01%#50$805,23816,218$492,34510,070+6,148+61.05%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#66$790,26415,916$914,00018,692-2,776-14.85%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#84$786,93815,849$1.5M30,181-14,332-47.49%Reduce
Climber Capital SA
0.43%0.47%#5$725,22414,635$715,17014,63500.00%Unchanged
Precision Wealth Strategies, LLC
0.2%#15$668,35513,461$00+13,461New Buy
KINGSWOOD WEALTH ADVISORS, LLC
0.03%0.01%#43$641,40712,918$216,2404,423+8,495+192.06%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#81$637,79512,845$622,46512,732+113+0.89%Add
Farther Finance Advisors, LLC
<0.01%0.01%#55$620,65312,500$539,27511,000+1,500+13.64%Add
Guild Investment Management, Inc.
0.42%0.38%#6$620,65312,500$537,79011,000+1,500+13.64%Add
CENTAURUS FINANCIAL, INC.
0.02%0.03%#45$595,08211,985$586,00011,98500.00%Unchanged
Perennial Investment Advisors, LLC
0.04%0.04%#35$575,15511,583$459,0509,389+2,194+23.37%Add
Private Advisor Group, LLC
<0.01%#60$566,24911,404$00+11,404New Buy
CLIFFORD SWAN INVESTMENT COUNSEL LLC
0.02%0.02%#49$554,65711,345$554,65711,34500.00%Unchanged
Quantinno Capital Management LP
<0.01%<0.01%#73$531,08010,696$522,92710,69600.00%Unchanged
Arax Advisory Partners
<0.01%<0.01%#57$499,99810,070$117,3362,400+7,670+319.58%Add
CLG LLC
0.11%0.12%#22$495,1219,972$502,86610,286-314-3.05%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#82$493,0009,934$684,00013,998-4,064-29.03%Reduce
Inspire Advisors, LLC
0.03%0.04%#37$468,9469,445$459,6769,402+43+0.46%Add
D.A. DAVIDSON & CO.
<0.01%<0.01%#61$460,4259,273$454,6289,299-26-0.28%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow