First Trust California Munic
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 10 superinvestors own shares of First Trust California Munic (FCAL), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust California Munic (FCAL), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with First Trust California Munic (FCAL) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with First Trust California Munic (FCAL) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Marla Wooton@Miracle Mile Advisors, Llc
| 1.92% | $94.256M 1.909M shares@ 49.38 avg price | Increased 6.36% |
DAVID TODD CLARK@Westside Investment Management, Inc.
| 1.06% | $4.983M 100,930 shares@ 49.38 avg price | Increased 11.12% |
Dominick Zizzo@Ignite Planners, Llc
| 0.5% | $2.279M 46,136 shares@ 49.41 avg price | Increased 47.39% |
MICHELLE ELDRIDGE@Channel Wealth Llc
| 0.62% | $1.892M 38,320 shares@ 49.37 avg price | Increased 3.12% |
David Harrison@Magnus Financial Group Llc
| 0.15% | $1.545M 31,286 shares@ 49.38 avg price | Increased 3.31% |
Tammi Ellis@Mutual Advisors, Llc
| 0.04% | $1.061M 21,613 shares@ 49.11 avg price | Increased 4.7% |