Arax Advisory Partners’s First Trust California Municipal High income ETF FCAL Stock Holding History

Arax Advisory 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	$500K	Buy	10,070 +7,670	+320%	+$379K	﹤0.01%	1642
2026 Q1	$117K	Buy	2,400 +1,200	+100%	+$59.5K	﹤0.01%	1313
2025 Q4	$59.2K	Buy	+1,200	New	+$59.1K	﹤0.01%	1525
2025 Q3	–	Sell	-1,200	Closed	-$57.6K	–	3817
2025 Q2	$57.6K	Hold	1,200	–	–	﹤0.01%	1169
2025 Q1	$58.2K	Buy	+1,200	New	+$59.2K	﹤0.01%	902

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

Arax Advisory Partners's FCAL Position: Q2 2026 in Review

Arax Advisory Partners increased its First Trust California Municipal High income ETF (FCAL) stake by 320% in Q2 2026, buying an estimated $379K and bringing the position to 10,070 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Arax Advisory Partners first reported a position in FCAL in Q1 2025 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

Arax Advisory Partners held 10,070 shares of First Trust California Municipal High income ETF worth $500K as of Q2 2026.
Arax Advisory Partners bought 7,670 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $379K.
First Trust California Municipal High income ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1642 holding.
Arax Advisory Partners first reported a position in First Trust California Municipal High income ETF in Q1 2025 and has held it in 5 quarters since.
87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.