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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
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

WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
IP
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
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
NG
Navigation Group Redwood City, California $514M AUM

Climber Capital's FCAL Position: Q2 2026 in Review

Climber Capital held its First Trust California Municipal High income ETF (FCAL) position steady in Q2 2026 at 14,635 shares worth $725K. The position accounts for 0.44% of the portfolio, ranked #42.

Climber Capital first reported a position in FCAL in Q1 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Climber Capital held 14,635 shares of First Trust California Municipal High income ETF worth $725K as of Q2 2026.
  • Climber Capital left its First Trust California Municipal High income ETF share count unchanged in Q2 2026.
  • First Trust California Municipal High income ETF made up 0.44% of Climber Capital's portfolio in Q2 2026, its #42 holding.
  • Climber Capital first reported a position in First Trust California Municipal High income ETF in Q1 2025 and has held it in 5 quarters since.
  • 37 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Climber Capital's 13F filing for Q2 2026, filed 22 Jul 2026.