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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
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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Atomi Financial Group's FCAL Position: Q1 2026 in Review

Atomi Financial Group increased its First Trust California Municipal High income ETF (FCAL) stake by 4.1% in Q1 2026, buying an estimated $85.5K and bringing the position to 43,679 shares worth $2.14M. The position accounts for 0.07% of the portfolio, ranked #233.

Atomi Financial Group first reported a position in FCAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.33M in Q2 2025. 77 funds tracked by Wall St. Rank hold FCAL as of Q1 2026.

  • Atomi Financial Group held 43,679 shares of First Trust California Municipal High income ETF worth $2.14M as of Q1 2026.
  • Atomi Financial Group bought 1,726 First Trust California Municipal High income ETF shares in Q1 2026, an estimated $85.5K.
  • First Trust California Municipal High income ETF made up 0.07% of Atomi Financial Group's portfolio in Q1 2026, its #233 holding.
  • Atomi Financial Group first reported a position in First Trust California Municipal High income ETF in Q4 2024 and has held it in 6 quarters since.
  • Atomi Financial Group's First Trust California Municipal High income ETF position peaked at $2.33M in Q2 2025.
  • 77 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.