Chilton Capital Management’s First Trust California Municipal High income ETF FCAL Stock Holding History

Chilton Capital Management’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
2025 Q3	–	Sell	-2,793	Closed	-$134K	–	581
2025 Q2	$134K	Hold	2,793	–	–	﹤0.01%	257
2025 Q1	$136K	Sell	2,793 -1,225	-30%	-$60.4K	0.01%	246
2024 Q4	$198K	Hold	4,018	–	–	0.01%	225
2024 Q3	$202K	Buy	4,018 +2,604	+184%	+$130K	0.01%	228
2024 Q2	$70K	Hold	1,414	–	–	﹤0.01%	329
2024 Q1	$70.2K	Hold	1,414	–	–	﹤0.01%	320
2023 Q4	$70.6K	Hold	1,414	–	–	﹤0.01%	324
2023 Q3	$66.8K	Hold	1,414	–	–	﹤0.01%	300
2023 Q2	$69.3K	Hold	1,414	–	–	﹤0.01%	304
2023 Q1	$69.6K	Buy	+1,414	New	+$69.4K	﹤0.01%	315

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

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

Chilton Capital Management's FCAL Position: Q3 2025 in Review

Chilton Capital Management sold out of First Trust California Municipal High income ETF (FCAL) in Q3 2025, closing a stake of 2,793 shares — an estimated $134K sold.

Chilton Capital Management first reported a position in FCAL in Q1 2023 and held it in 10 quarters. The position peaked at $202K in Q3 2024. 73 funds tracked by Wall St. Rank hold FCAL as of Q3 2025.

Chilton Capital Management reported no remaining First Trust California Municipal High income ETF position as of Q3 2025 after selling out during the quarter.
Chilton Capital Management sold 2,793 First Trust California Municipal High income ETF shares in Q3 2025, an estimated $134K.
Chilton Capital Management first reported a position in First Trust California Municipal High income ETF in Q1 2023 and held it in 10 quarters.
Chilton Capital Management's First Trust California Municipal High income ETF position peaked at $202K in Q3 2024.
73 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q3 2025.

Based on Chilton Capital Management's 13F filing for Q3 2025, filed 31 Oct 2025.