CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s First Trust California Municipal High income ETF FCAL Stock Holding History

CAPTRUST Financial 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
2022
Q1 		– Sell
-300
Closed -$16K – 4974
2021
Q4 		$16K Buy
+300
New +$16.4K ﹤0.01% 3436

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MMA
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TW
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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

CAPTRUST Financial Advisors's FCAL Position: Q1 2022 in Review

CAPTRUST Financial Advisors sold out of First Trust California Municipal High income ETF (FCAL) in Q1 2022, closing a stake of 300 shares — an estimated $16K sold.

CAPTRUST Financial Advisors first reported a position in FCAL in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 36 funds tracked by Wall St. Rank hold FCAL as of Q1 2022.

  • CAPTRUST Financial Advisors reported no remaining First Trust California Municipal High income ETF position as of Q1 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 300 First Trust California Municipal High income ETF shares in Q1 2022, an estimated $16K.
  • CAPTRUST Financial Advisors first reported a position in First Trust California Municipal High income ETF in Q4 2021 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's First Trust California Municipal High income ETF position peaked at $16K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q1 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.