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Brinker Capital Investments’s First Trust California Municipal High income ETF FCAL Stock Holding History

Brinker Capital Investments’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
2022
Q3 		– Sell
-39,299
Closed -$1.9M – 1338
2022
Q2 		$1.9M Buy
+39,299
New +$1.93M 0.04% 499

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Brinker Capital Investments's FCAL Position: Q3 2022 in Review

Brinker Capital Investments sold out of First Trust California Municipal High income ETF (FCAL) in Q3 2022, closing a stake of 39,299 shares — an estimated $1.9M sold.

Brinker Capital Investments first reported a position in FCAL in Q2 2022 and held it in 1 quarter. The position peaked at $1.9M in Q2 2022. 37 funds tracked by Wall St. Rank hold FCAL as of Q3 2022.

  • Brinker Capital Investments reported no remaining First Trust California Municipal High income ETF position as of Q3 2022 after selling out during the quarter.
  • Brinker Capital Investments sold 39,299 First Trust California Municipal High income ETF shares in Q3 2022, an estimated $1.9M.
  • Brinker Capital Investments first reported a position in First Trust California Municipal High income ETF in Q2 2022 and held it in 1 quarter.
  • Brinker Capital Investments's First Trust California Municipal High income ETF position peaked at $1.9M in Q2 2022.
  • 37 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q3 2022.

Based on Brinker Capital Investments's 13F filing for Q3 2022, filed 1 Nov 2022.