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

AmeriFlex 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
2026 Q2	$91.6K	Buy	1,845 +9	+0.5%	+$444	0.04%	354
2026 Q1	$89.8K	Buy	1,836 +9	+0.5%	+$446	0.05%	301
2025 Q4	$90.1K	Sell	1,827 -1,259	-41%	-$62K	0.05%	301
2025 Q3	$151K	Buy	3,086 +1,543	+100%	+$74.1K	0.06%	259
2025 Q2	$73.9K	Hold	1,543	–	–	0.04%	307
2025 Q1	$74.9K	Hold	1,543	–	–	0.03%	388
2024 Q4	$76.1K	Buy	+1,543	New	+$76.9K	0.03%	351

Other funds holding FCAL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AmeriFlex Group's FCAL Position: Q2 2026 in Review

AmeriFlex Group increased its First Trust California Municipal High income ETF (FCAL) stake by 0.49% in Q2 2026, buying an estimated $444 and bringing the position to 1,845 shares worth $91.6K. The position accounts for 0.04% of the portfolio, ranked #354.

AmeriFlex Group first reported a position in FCAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $151K in Q3 2025. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

AmeriFlex Group held 1,845 shares of First Trust California Municipal High income ETF worth $91.6K as of Q2 2026.
AmeriFlex Group bought 9 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $444.
First Trust California Municipal High income ETF made up 0.04% of AmeriFlex Group's portfolio in Q2 2026, its #354 holding.
AmeriFlex Group first reported a position in First Trust California Municipal High income ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's First Trust California Municipal High income ETF position peaked at $151K in Q3 2025.
87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.