Clifford Swan Investment Counsel’s First Trust California Municipal High income ETF FCAL Stock Holding History

Clifford Swan Investment Counsel’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 Q1	$555K	Hold	11,345	–	–	0.02%	205
2025 Q4	$559K	Hold	11,345	–	–	0.02%	216
2025 Q3	$553K	Hold	11,345	–	–	0.02%	216
2025 Q2	$544K	Buy	11,345 +420	+4%	+$20.2K	0.02%	211
2025 Q1	$530K	Buy	+10,925	New	+$539K	0.02%	210

Other funds holding FCAL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $610M AUM 27.86% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Clifford Swan Investment Counsel's FCAL Position: Q1 2026 in Review

Clifford Swan Investment Counsel held its First Trust California Municipal High income ETF (FCAL) position steady in Q1 2026 at 11,345 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #205.

Clifford Swan Investment Counsel first reported a position in FCAL in Q1 2025 and has held it in 5 quarters since. The position peaked at $559K in Q4 2025. 77 funds tracked by Wall St. Rank hold FCAL as of Q1 2026.

Clifford Swan Investment Counsel held 11,345 shares of First Trust California Municipal High income ETF worth $555K as of Q1 2026.
Clifford Swan Investment Counsel left its First Trust California Municipal High income ETF share count unchanged in Q1 2026.
First Trust California Municipal High income ETF made up 0.02% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #205 holding.
Clifford Swan Investment Counsel first reported a position in First Trust California Municipal High income ETF in Q1 2025 and has held it in 5 quarters since.
Clifford Swan Investment Counsel's First Trust California Municipal High income ETF position peaked at $559K in Q4 2025.
77 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.