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

Advisor Resource Council’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
2025
Q2 		– Sell
-9,234
Closed -$448K – 314
2025
Q1 		$448K Buy
+9,234
New +$455K 0.04% 383
2024
Q1 		– Sell
-4,261
Closed -$213K – 329
2023
Q4 		$213K Buy
+4,261
New +$205K 0.02% 442

Other funds holding FCAL

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Advisor Resource Council's FCAL Position: Q2 2025 in Review

Advisor Resource Council sold out of First Trust California Municipal High income ETF (FCAL) in Q2 2025, closing a stake of 9,234 shares — an estimated $448K sold.

Advisor Resource Council first reported a position in FCAL in Q4 2023 and held it in 2 quarters. The position peaked at $448K in Q1 2025. 80 funds tracked by Wall St. Rank hold FCAL as of Q2 2025.

  • Advisor Resource Council reported no remaining First Trust California Municipal High income ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 9,234 First Trust California Municipal High income ETF shares in Q2 2025, an estimated $448K.
  • Advisor Resource Council first reported a position in First Trust California Municipal High income ETF in Q4 2023 and held it in 2 quarters.
  • Advisor Resource Council's First Trust California Municipal High income ETF position peaked at $448K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.