Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s First Trust California Municipal High income ETF FCAL Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		$790K Sell
15,916
-2,776
-15% -$137K ﹤0.01% 2521
2026
Q1 		$914K Buy
18,692
+509
+3% +$25.2K ﹤0.01% 2250
2025
Q4 		$897K Sell
18,183
-461
-2% -$22.7K ﹤0.01% 2183
2025
Q3 		$909K Sell
18,644
-1,068
-5% -$51.3K ﹤0.01% 2122
2025
Q2 		$946K Buy
19,712
+30
+0.2% +$1.44K ﹤0.01% 1994
2025
Q1 		$955K Sell
19,682
-1,632
-8% -$80.4K ﹤0.01% 1904
2024
Q4 		$1.05M Buy
21,314
+126
+0.6% +$6.28K ﹤0.01% 1830
2024
Q3 		$1.06M Sell
21,188
-267
-1% -$13.3K ﹤0.01% 1818
2024
Q2 		$1.06M Buy
21,455
+49
+0.2% +$2.42K ﹤0.01% 1735
2024
Q1 		$1.06M Buy
21,406
+551
+3% +$27.4K ﹤0.01% 1689
2023
Q4 		$1.04M Buy
20,855
+4,725
+29% +$227K ﹤0.01% 1631
2023
Q3 		$762K Sell
16,130
-571
-3% -$27.7K ﹤0.01% 1750
2023
Q2 		$818K Buy
16,701
+1,214
+8% +$59.6K ﹤0.01% 1748
2023
Q1 		$762K Buy
15,487
+840
+6% +$41.2K ﹤0.01% 1763
2022
Q4 		$709K Buy
14,647
+1,430
+11% +$68.2K ﹤0.01% 1748
2022
Q3 		$619K Sell
13,217
-960
-7% -$46.9K ﹤0.01% 1796
2022
Q2 		$686K Buy
14,177
+1,166
+9% +$57.2K ﹤0.01% 1728
2022
Q1 		$663K Buy
13,011
+14
+0.1% +$740 ﹤0.01% 1880
2021
Q4 		$711K Buy
12,997
+194
+2% +$10.6K ﹤0.01% 1821
2021
Q3 		$698K Buy
12,803
+490
+4% +$27.1K ﹤0.01% 1794
2021
Q2 		$678K Buy
12,313
+331
+3% +$18.1K ﹤0.01% 1817
2021
Q1 		$646K Buy
11,982
+686
+6% +$37.2K ﹤0.01% 1706
2020
Q4 		$611K Sell
11,296
-332
-3% -$17.7K ﹤0.01% 1637
2020
Q3 		$614K Buy
11,628
+803
+7% +$42.5K ﹤0.01% 1473
2020
Q2 		$565K Sell
10,825
-1,790
-14% -$91K ﹤0.01% 1488
2020
Q1 		$645K Sell
12,615
-354
-3% -$18.9K 0.01% 1220
2019
Q4 		$693K Buy
12,969
+2,737
+27% +$146K 0.01% 1362
2019
Q3 		$545K Buy
10,232
+5,543
+118% +$295K ﹤0.01% 1445
2019
Q2 		$246K Buy
+4,689
New +$243K ﹤0.01% 1875

Other funds holding FCAL

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors's FCAL Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its First Trust California Municipal High income ETF (FCAL) stake by 15% in Q2 2026, selling an estimated $137K and leaving 15,916 shares worth $790K. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

Cambridge Investment Research Advisors first reported a position in FCAL in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.06M in Q3 2024. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Cambridge Investment Research Advisors held 15,916 shares of First Trust California Municipal High income ETF worth $790K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 2,776 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $137K.
  • First Trust California Municipal High income ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2521 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust California Municipal High income ETF in Q2 2019 and has held it in 29 quarters since.
  • Cambridge Investment Research Advisors's First Trust California Municipal High income ETF position peaked at $1.06M in Q3 2024.
  • 87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.