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Atria Wealth Solutions’s First Trust California Municipal High income ETF FCAL Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$298K Hold
6,222
– – 0.01% 1152
2025
Q1 		$302K Buy
+6,222
New +$307K ﹤0.01% 1460
2024
Q4 		– Sell
-4,952
Closed -$249K – 2007
2024
Q3 		$249K Sell
4,952
-635
-11% -$31.7K ﹤0.01% 1630
2024
Q2 		$277K Buy
5,587
+27
+0.5% +$1.33K ﹤0.01% 1557
2024
Q1 		$276K Buy
+5,560
New +$277K ﹤0.01% 1611

Other funds holding FCAL

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Atria Wealth Solutions's FCAL Position: Q2 2025 in Review

Atria Wealth Solutions held its First Trust California Municipal High income ETF (FCAL) position steady in Q2 2025 at 6,222 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #1152.

Atria Wealth Solutions first reported a position in FCAL in Q1 2024 and has held it in 5 quarters since. The position peaked at $302K in Q1 2025. 80 funds tracked by Wall St. Rank hold FCAL as of Q2 2025.

  • Atria Wealth Solutions held 6,222 shares of First Trust California Municipal High income ETF worth $298K as of Q2 2025.
  • Atria Wealth Solutions left its First Trust California Municipal High income ETF share count unchanged in Q2 2025.
  • First Trust California Municipal High income ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1152 holding.
  • Atria Wealth Solutions first reported a position in First Trust California Municipal High income ETF in Q1 2024 and has held it in 5 quarters since.
  • Atria Wealth Solutions's First Trust California Municipal High income ETF position peaked at $302K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.