Ameritas Investment Partners
FCAL icon

Ameritas Investment Partners’s First Trust California Municipal High income ETF FCAL Stock Holding History

Ameritas Investment Partners’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 		$42.6K Hold
857
– – ﹤0.01% 2346
2026
Q1 		$41.9K Hold
857
– – ﹤0.01% 2196
2025
Q4 		$42.3K Hold
857
– – ﹤0.01% 2236
2025
Q3 		$41.8K Sell
857
-2,054
-71% -$98.6K ﹤0.01% 2274
2025
Q2 		$140K Buy
2,911
+200
+7% +$9.61K ﹤0.01% 1519
2025
Q1 		$132K Hold
2,711
– – ﹤0.01% 1524
2024
Q4 		$134K Sell
2,711
-35
-1% -$1.75K ﹤0.01% 1585
2024
Q3 		$138K Sell
2,746
-500
-15% -$25K ﹤0.01% 1582
2024
Q2 		$161K Buy
3,246
+200
+7% +$9.87K 0.01% 1417
2024
Q1 		$151K Sell
3,046
-21
-0.7% -$1.04K 0.01% 1482
2023
Q4 		$153K Hold
3,067
– – 0.01% 1456
2023
Q3 		$145K Hold
3,067
– – 0.01% 1395
2023
Q2 		$150K Buy
3,067
+1,500
+96% +$73.6K 0.01% 1323
2023
Q1 		$77.1K Sell
1,567
-3,408
-69% -$167K ﹤0.01% 1699
2022
Q4 		$241K Buy
4,975
+3,989
+405% +$190K 0.01% 1028
2022
Q3 		$46K Buy
986
+1
+0.1% +$49 ﹤0.01% 2036
2022
Q2 		$47K Buy
985
+1
+0.1% +$49 ﹤0.01% 2025
2022
Q1 		$50K Buy
984
+1
+0.1% +$53 ﹤0.01% 2059
2021
Q4 		$53K Hold
983
– – ﹤0.01% 2093
2021
Q3 		$53K Sell
983
-41
-4% -$2.26K ﹤0.01% 2112
2021
Q2 		$56K Buy
1,024
+11
+1% +$602 ﹤0.01% 2108
2021
Q1 		$54K Sell
1,013
-19
-2% -$1.03K ﹤0.01% 2036
2020
Q4 		$55K Buy
1,032
+1
+0.1% +$53 ﹤0.01% 1930
2020
Q3 		$54K Buy
1,031
+1
+0.1% +$53 ﹤0.01% 1782
2020
Q2 		$53K Buy
1,030
+71
+7% +$3.61K ﹤0.01% 1787
2020
Q1 		$49K Buy
959
+105
+12% +$5.6K ﹤0.01% 1667
2019
Q4 		$45K Hold
854
– – ﹤0.01% 1979
2019
Q3 		$45K Buy
+854
New +$45.4K ﹤0.01% 1941

Other funds holding FCAL

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
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameritas Investment Partners's FCAL Position: Q2 2026 in Review

Ameritas Investment Partners held its First Trust California Municipal High income ETF (FCAL) position steady in Q2 2026 at 857 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2346.

Ameritas Investment Partners first reported a position in FCAL in Q3 2019 and has held it in 28 quarters since. The position peaked at $241K in Q4 2022. 86 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Ameritas Investment Partners held 857 shares of First Trust California Municipal High income ETF worth $42.6K as of Q2 2026.
  • Ameritas Investment Partners left its First Trust California Municipal High income ETF share count unchanged in Q2 2026.
  • First Trust California Municipal High income ETF made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #2346 holding.
  • Ameritas Investment Partners first reported a position in First Trust California Municipal High income ETF in Q3 2019 and has held it in 28 quarters since.
  • Ameritas Investment Partners's First Trust California Municipal High income ETF position peaked at $241K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.