CW
FCAL icon

CreativeOne Wealth’s First Trust California Municipal High income ETF FCAL Stock Holding History

CreativeOne Wealth’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
Q1 		– Sell
-5,686
Closed -$281K – 1096
2024
Q4 		$281K Buy
5,686
+143
+3% +$7.13K 0.01% 907
2024
Q3 		$278K Buy
+5,543
New +$277K 0.01% 795

Other funds holding FCAL

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CreativeOne Wealth's FCAL Position: Q1 2025 in Review

CreativeOne Wealth sold out of First Trust California Municipal High income ETF (FCAL) in Q1 2025, closing a stake of 5,686 shares — an estimated $281K sold.

CreativeOne Wealth first reported a position in FCAL in Q3 2024 and held it in 2 quarters. The position peaked at $281K in Q4 2024. 75 funds tracked by Wall St. Rank hold FCAL as of Q1 2025.

  • CreativeOne Wealth reported no remaining First Trust California Municipal High income ETF position as of Q1 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 5,686 First Trust California Municipal High income ETF shares in Q1 2025, an estimated $281K.
  • CreativeOne Wealth first reported a position in First Trust California Municipal High income ETF in Q3 2024 and held it in 2 quarters.
  • CreativeOne Wealth's First Trust California Municipal High income ETF position peaked at $281K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.