Cetera Investment Advisers’s First Trust California Municipal High income ETF FCAL Stock Holding History

Cetera Investment Advisers’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	$4.28M	Sell	86,212 -109	-0.1%	-$5.38K	﹤0.01%	1740
2026 Q1	$4.22M	Buy	86,321 +6,763	+9%	+$335K	﹤0.01%	1634
2025 Q4	$3.92M	Buy	79,558 +4,888	+7%	+$241K	﹤0.01%	1629
2025 Q3	$3.64M	Buy	74,670 +8,766	+13%	+$421K	﹤0.01%	1669
2025 Q2	$3.16M	Buy	65,904 +9,904	+18%	+$476K	0.01%	1511
2025 Q1	$2.72M	Buy	56,000 +3,612	+7%	+$178K	0.01%	1526
2024 Q4	$2.59M	Buy	52,388 +6,019	+13%	+$300K	0.01%	1466
2024 Q3	$2.33M	Buy	46,369 +3,543	+8%	+$177K	0.01%	1523
2024 Q2	$2.12M	Buy	42,826 +6,350	+17%	+$313K	﹤0.01%	1531
2024 Q1	$1.81M	Buy	36,476 +9,314	+34%	+$463K	﹤0.01%	1622
2023 Q4	$1.36M	Buy	27,162 +13,306	+96%	+$640K	0.01%	947
2023 Q3	$655K	Buy	13,856 +7,488	+118%	+$363K	0.01%	1283
2023 Q2	$312K	Buy	+6,368	New	+$312K	﹤0.01%	1723

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

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

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

Cetera Investment Advisers's FCAL Position: Q2 2026 in Review

Cetera Investment Advisers reduced its First Trust California Municipal High income ETF (FCAL) stake by 0.13% in Q2 2026, selling an estimated $5.38K and leaving 86,212 shares worth $4.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Cetera Investment Advisers first reported a position in FCAL in Q2 2023 and has held it in 13 quarters since. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

Cetera Investment Advisers held 86,212 shares of First Trust California Municipal High income ETF worth $4.28M as of Q2 2026.
Cetera Investment Advisers sold 109 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $5.38K.
First Trust California Municipal High income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1740 holding.
Cetera Investment Advisers first reported a position in First Trust California Municipal High income ETF in Q2 2023 and has held it in 13 quarters since.
87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.