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

Atomi Financial 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 		$1.74M Sell
35,043
-8,636
-20% -$426K 0.05% 308
2026
Q1 		$2.14M Buy
43,679
+1,726
+4% +$85.5K 0.07% 233
2025
Q4 		$2.07M Sell
41,953
-3,112
-7% -$153K 0.06% 233
2025
Q3 		$2.2M Sell
45,065
-3,587
-7% -$172K 0.07% 189
2025
Q2 		$2.33M Buy
48,652
+7,006
+17% +$337K 0.09% 162
2025
Q1 		$2.02M Buy
41,646
+6,382
+18% +$315K 0.09% 166
2024
Q4 		$1.74M Buy
+35,264
New +$1.76M 0.09% 162

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
GC
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 $729M AUM 24.39% 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

Atomi Financial Group's FCAL Position: Q2 2026 in Review

Atomi Financial Group reduced its First Trust California Municipal High income ETF (FCAL) stake by 20% in Q2 2026, selling an estimated $426K and leaving 35,043 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #308.

Atomi Financial Group first reported a position in FCAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.33M in Q2 2025. 86 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Atomi Financial Group held 35,043 shares of First Trust California Municipal High income ETF worth $1.74M as of Q2 2026.
  • Atomi Financial Group sold 8,636 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $426K.
  • First Trust California Municipal High income ETF made up 0.05% of Atomi Financial Group's portfolio in Q2 2026, its #308 holding.
  • Atomi Financial Group first reported a position in First Trust California Municipal High income ETF in Q4 2024 and has held it in 7 quarters since.
  • Atomi Financial Group's First Trust California Municipal High income ETF position peaked at $2.33M in Q2 2025.
  • 86 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.