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Advisor Group’s First Trust California Municipal High income ETF FCAL Stock Holding History

Advisor Group’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
2019
Q4 		$1.26M Buy
23,652
+3,835
+19% +$204K 0.01% 1058
2019
Q3 		$1.05M Buy
19,817
+930
+5% +$49.4K 0.01% 1106
2019
Q2 		$991K Buy
+18,887
New +$978K 0.01% 1131

Other funds holding FCAL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
SWAG
Spectrum Wealth Advisory Group Granite Bay, California $351M AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Advisor Group's FCAL Position: Q4 2019 in Review

Advisor Group increased its First Trust California Municipal High income ETF (FCAL) stake by 19% in Q4 2019, buying an estimated $204K and bringing the position to 23,652 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #1058.

Advisor Group first reported a position in FCAL in Q2 2019 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold FCAL as of Q4 2019.

  • Advisor Group held 23,652 shares of First Trust California Municipal High income ETF worth $1.26M as of Q4 2019.
  • Advisor Group bought 3,835 First Trust California Municipal High income ETF shares in Q4 2019, an estimated $204K.
  • First Trust California Municipal High income ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1058 holding.
  • Advisor Group first reported a position in First Trust California Municipal High income ETF in Q2 2019 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.