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

Cerity 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 		$1.71M Sell
34,375
-1,904
-5% -$94K ﹤0.01% 1679
2026
Q1 		$1.77M Buy
+36,279
New +$1.8M ﹤0.01% 1557

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

Cerity Partners's FCAL Position: Q2 2026 in Review

Cerity Partners reduced its First Trust California Municipal High income ETF (FCAL) stake by 5.2% in Q2 2026, selling an estimated $94K and leaving 34,375 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

Cerity Partners first reported a position in FCAL in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.77M in Q1 2026. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Cerity Partners held 34,375 shares of First Trust California Municipal High income ETF worth $1.71M as of Q2 2026.
  • Cerity Partners sold 1,904 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $94K.
  • First Trust California Municipal High income ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1679 holding.
  • Cerity Partners first reported a position in First Trust California Municipal High income ETF in Q1 2026 and has held it in 2 quarters since.
  • Cerity Partners's First Trust California Municipal High income ETF position peaked at $1.77M in Q1 2026.
  • 87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.