Cascade Financial Partners’s First Trust California Municipal High income ETF FCAL Stock Holding History

Cascade Financial Partners’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	$899K	Buy	+18,103	New	+$894K	0.08%	136

Other funds holding FCAL

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

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cascade Financial Partners's FCAL Position: Q2 2026 in Review

Cascade Financial Partners opened a new position in First Trust California Municipal High income ETF (FCAL) in Q2 2026: 18,103 shares worth $899K. The stake represents 0.08% of the portfolio and ranks #136 among its holdings.

87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

Cascade Financial Partners held 18,103 shares of First Trust California Municipal High income ETF worth $899K as of Q2 2026.
First Trust California Municipal High income ETF was a new Cascade Financial Partners position in Q2 2026.
First Trust California Municipal High income ETF made up 0.08% of Cascade Financial Partners's portfolio in Q2 2026, its #136 holding.
87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.