AAS
FCAL icon

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 $7.28B AUM 16.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $12.6B AUM 27.3% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return