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Diversified Portfolios Inc’s First Trust California Municipal High income ETF FCAL Stock Holding History

Diversified Portfolios Inc’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
Q3 		– Sell
-4,385
Closed -$210K – 168
2025
Q2 		$210K Buy
+4,385
New +$211K 0.02% 155

Other funds holding FCAL

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Diversified Portfolios Inc's FCAL Position: Q3 2025 in Review

Diversified Portfolios Inc sold out of First Trust California Municipal High income ETF (FCAL) in Q3 2025, closing a stake of 4,385 shares — an estimated $210K sold.

Diversified Portfolios Inc first reported a position in FCAL in Q2 2025 and held it in 1 quarter. The position peaked at $210K in Q2 2025. 73 funds tracked by Wall St. Rank hold FCAL as of Q3 2025.

  • Diversified Portfolios Inc reported no remaining First Trust California Municipal High income ETF position as of Q3 2025 after selling out during the quarter.
  • Diversified Portfolios Inc sold 4,385 First Trust California Municipal High income ETF shares in Q3 2025, an estimated $210K.
  • Diversified Portfolios Inc first reported a position in First Trust California Municipal High income ETF in Q2 2025 and held it in 1 quarter.
  • Diversified Portfolios Inc's First Trust California Municipal High income ETF position peaked at $210K in Q2 2025.
  • 73 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q3 2025.

Based on Diversified Portfolios Inc's 13F filing for Q3 2025, filed 12 Nov 2025.