Avantax Advisory Services’s First Trust California Municipal High income ETF FCAL Stock Holding History

Avantax Advisory Services’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	$285K	Sell	5,950 -515	-8%	-$24.7K	﹤0.01%	1950
2025 Q1	$314K	Sell	6,465 -12	-0.2%	-$592	﹤0.01%	1801
2024 Q4	$320K	Buy	6,477 +230	+4%	+$11.5K	﹤0.01%	1741
2024 Q3	$313K	Sell	6,247 -3,556	-36%	-$178K	﹤0.01%	1716
2024 Q2	$485K	Buy	9,803 +4,873	+99%	+$240K	﹤0.01%	1380
2024 Q1	$245K	Buy	+4,930	New	+$245K	﹤0.01%	1419
2023 Q4	–	Sell	-10,914	Closed	-$516K	–	1606
2023 Q3	$516K	Buy	10,914 +55	+0.5%	+$2.67K	0.01%	935
2023 Q2	$532K	Buy	10,859 +54	+0.5%	+$2.65K	0.01%	922
2023 Q1	$532K	Buy	+10,805	New	+$531K	0.01%	885

Other funds holding FCAL

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Avantax Advisory Services's FCAL Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Trust California Municipal High income ETF (FCAL) stake by 8% in Q2 2025, selling an estimated $24.7K and leaving 5,950 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Avantax Advisory Services first reported a position in FCAL in Q1 2023 and has held it in 9 quarters since. The position peaked at $532K in Q2 2023. 80 funds tracked by Wall St. Rank hold FCAL as of Q2 2025.

Avantax Advisory Services held 5,950 shares of First Trust California Municipal High income ETF worth $285K as of Q2 2025.
Avantax Advisory Services sold 515 First Trust California Municipal High income ETF shares in Q2 2025, an estimated $24.7K.
First Trust California Municipal High income ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1950 holding.
Avantax Advisory Services first reported a position in First Trust California Municipal High income ETF in Q1 2023 and has held it in 9 quarters since.
Avantax Advisory Services's First Trust California Municipal High income ETF position peaked at $532K in Q2 2023.
80 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.