AWA
FCAL icon

Aaron Wealth Advisors’s First Trust California Municipal High income ETF FCAL Stock Holding History

Aaron Wealth Advisors’s Portfolio FCAL Stock Details FCAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,935
Closed -$266K – 157
2020
Q4 		$266K Buy
+4,935
New +$263K 0.1% 111

Other funds holding FCAL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aaron Wealth Advisors's FCAL Position: Q1 2021 in Review

Aaron Wealth Advisors sold out of First Trust California Municipal High income ETF (FCAL) in Q1 2021, closing a stake of 4,935 shares — an estimated $266K sold.

Aaron Wealth Advisors first reported a position in FCAL in Q4 2020 and held it in 1 quarter. The position peaked at $266K in Q4 2020. 31 funds tracked by Wall St. Rank hold FCAL as of Q1 2021.

  • Aaron Wealth Advisors reported no remaining First Trust California Municipal High income ETF position as of Q1 2021 after selling out during the quarter.
  • Aaron Wealth Advisors sold 4,935 First Trust California Municipal High income ETF shares in Q1 2021, an estimated $266K.
  • Aaron Wealth Advisors first reported a position in First Trust California Municipal High income ETF in Q4 2020 and held it in 1 quarter.
  • Aaron Wealth Advisors's First Trust California Municipal High income ETF position peaked at $266K in Q4 2020.
  • 31 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q1 2021.

Based on Aaron Wealth Advisors's 13F filing for Q1 2021, filed 29 Apr 2021.