Argyle Capital Partners’s First Trust California Municipal High income ETF FCAL Stock Holding History

Argyle Capital 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	$251K	Hold	5,051	–	–	0.16%	152
2026 Q1	$247K	Hold	5,051	–	–	0.18%	137
2025 Q4	$249K	Hold	5,051	–	–	0.18%	131
2025 Q3	$246K	Hold	5,051	–	–	0.18%	142
2025 Q2	$242K	Hold	5,051	–	–	0.2%	130
2025 Q1	$245K	Hold	5,051	–	–	0.21%	116
2024 Q4	$249K	Buy	+5,051	New	+$252K	0.21%	116

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

Argyle Capital Partners's FCAL Position: Q2 2026 in Review

Argyle Capital Partners held its First Trust California Municipal High income ETF (FCAL) position steady in Q2 2026 at 5,051 shares worth $251K. The position accounts for 0.16% of the portfolio, ranked #152.

Argyle Capital Partners first reported a position in FCAL in Q4 2024 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

Argyle Capital Partners held 5,051 shares of First Trust California Municipal High income ETF worth $251K as of Q2 2026.
Argyle Capital 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 0.16% of Argyle Capital Partners's portfolio in Q2 2026, its #152 holding.
Argyle Capital Partners first reported a position in First Trust California Municipal High income ETF in Q4 2024 and has held it in 7 quarters since.
86 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Argyle Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.