Commonwealth Equity Services
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Commonwealth Equity Services’s First Trust California Municipal High income ETF FCAL Stock Holding History

Commonwealth Equity Services’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 		$916K Buy
18,453
+25
+0.1% +$1.23K ﹤0.01% 2779
2026
Q1 		$901K Sell
18,428
-718
-4% -$35.6K ﹤0.01% 2702
2025
Q4 		$944K Buy
19,146
+225
+1% +$11.1K ﹤0.01% 2626
2025
Q3 		$923K Buy
18,921
+415
+2% +$19.9K ﹤0.01% 2661
2025
Q2 		$888K Buy
18,506
+2,982
+19% +$143K ﹤0.01% 2674
2025
Q1 		$754K Sell
15,524
-4,060
-21% -$200K ﹤0.01% 2689
2024
Q4 		$967K Buy
19,584
+1,608
+9% +$80.2K ﹤0.01% 2412
2024
Q3 		$902K Sell
17,976
-419
-2% -$20.9K ﹤0.01% 2433
2024
Q2 		$911K Buy
18,395
+969
+6% +$47.8K ﹤0.01% 2354
2024
Q1 		$865K Buy
17,426
+7,713
+79% +$384K ﹤0.01% 2357
2023
Q4 		$485K Buy
9,713
+248
+3% +$11.9K ﹤0.01% 2737
2023
Q3 		$447K Buy
9,465
+62
+0.7% +$3.01K ﹤0.01% 2690
2023
Q2 		$461K Buy
+9,403
New +$461K ﹤0.01% 2687
2022
Q3 		– Sell
-8,958
Closed -$433K – 3699
2022
Q2 		$433K Buy
8,958
+47
+0.5% +$2.31K ﹤0.01% 2513
2022
Q1 		$454K Buy
8,911
+43
+0.5% +$2.27K ﹤0.01% 2597
2021
Q4 		$485K Buy
8,868
+41
+0.5% +$2.24K ﹤0.01% 2540
2021
Q3 		$481K Sell
8,827
-228,896
-96% -$12.6M ﹤0.01% 2497
2021
Q2 		$13.1M Buy
237,723
+669
+0.3% +$36.6K 0.03% 467
2021
Q1 		$12.8M Sell
237,054
-48,746
-17% -$2.64M 0.04% 435
2020
Q4 		$15.5M Sell
285,800
-2,416
-0.8% -$129K 0.05% 361
2020
Q3 		$15.2M Buy
288,216
+2,227
+0.8% +$118K 0.05% 323
2020
Q2 		$14.9M Buy
285,989
+5,898
+2% +$300K 0.06% 309
2020
Q1 		$14.3M Buy
280,091
+153,005
+120% +$8.16M 0.07% 271
2019
Q4 		$6.79M Buy
127,086
+103,424
+437% +$5.51M 0.03% 531
2019
Q3 		$1.26M Buy
23,662
+377
+2% +$20K 0.01% 1223
2019
Q2 		$1.22M Buy
+23,285
New +$1.21M 0.01% 1230

Other funds holding FCAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services's FCAL Position: Q2 2026 in Review

Commonwealth Equity Services increased its First Trust California Municipal High income ETF (FCAL) stake by 0.14% in Q2 2026, buying an estimated $1.23K and bringing the position to 18,453 shares worth $916K. The position accounts for ﹤0.01% of the portfolio, ranked #2779.

Commonwealth Equity Services first reported a position in FCAL in Q2 2019 and has held it in 26 quarters since. The position peaked at $15.5M in Q4 2020. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Commonwealth Equity Services held 18,453 shares of First Trust California Municipal High income ETF worth $916K as of Q2 2026.
  • Commonwealth Equity Services bought 25 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $1.23K.
  • First Trust California Municipal High income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2779 holding.
  • Commonwealth Equity Services first reported a position in First Trust California Municipal High income ETF in Q2 2019 and has held it in 26 quarters since.
  • Commonwealth Equity Services's First Trust California Municipal High income ETF position peaked at $15.5M in Q4 2020.
  • 87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.