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

Climber Capital’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 Q3	$642K	Hold	14,635	–	–	0.39%	48
2026 Q2	$725K	Hold	14,635	–	–	0.44%	42
2026 Q1	$715K	Hold	14,635	–	–	0.47%	43
2025 Q4	$721K	Buy	+14,635	New	+$721K	0.47%	36
2025 Q2	$698K	Hold	14,635	–	–	0.45%	39
2025 Q1	$621K	Buy	+14,635	New	+$721K	0.49%	36

Other funds holding FCAL

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Navigation Group Redwood City, California $501M AUM

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Climber Capital's FCAL Position: Q3 2026 in Review

Climber Capital held its First Trust California Municipal High income ETF (FCAL) position steady in Q3 2026 at 14,635 shares worth $642K. The position accounts for 0.39% of the portfolio, ranked #48.

Climber Capital first reported a position in FCAL in Q1 2025 and has held it in 6 quarters since. The position peaked at $725K in Q2 2026. 28 funds tracked by Wall St. Rank hold FCAL as of Q3 2026.

Climber Capital held 14,635 shares of First Trust California Municipal High income ETF worth $642K as of Q3 2026.
Climber Capital left its First Trust California Municipal High income ETF share count unchanged in Q3 2026.
First Trust California Municipal High income ETF made up 0.39% of Climber Capital's portfolio in Q3 2026, its #48 holding.
Climber Capital first reported a position in First Trust California Municipal High income ETF in Q1 2025 and has held it in 6 quarters since.
Climber Capital's First Trust California Municipal High income ETF position peaked at $725K in Q2 2026.
28 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q3 2026.

Based on Climber Capital's 13F filing for Q3 2026, filed 20 Oct 2026.