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

Elequin 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 		$2.69M Buy
+54,092
New +$2.67M 0.08% 71
2025
Q3 		– Sell
-32,962
Closed -$1.58M – 232
2025
Q2 		$1.58M Buy
+32,962
New +$1.58M 0.21% 47

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

Elequin Capital's FCAL Position: Q2 2026 in Review

Elequin Capital opened a new position in First Trust California Municipal High income ETF (FCAL) in Q2 2026: 54,092 shares worth $2.69M. The stake represents 0.08% of the portfolio and ranks #71 among its holdings. This is a return to the name: Elequin Capital previously reported a position in FCAL as recently as Q2 2025.

Elequin Capital first reported a position in FCAL in Q2 2025 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Elequin Capital held 54,092 shares of First Trust California Municipal High income ETF worth $2.69M as of Q2 2026.
  • First Trust California Municipal High income ETF was a new Elequin Capital position in Q2 2026.
  • First Trust California Municipal High income ETF made up 0.08% of Elequin Capital's portfolio in Q2 2026, its #71 holding.
  • Elequin Capital first reported a position in First Trust California Municipal High income ETF in Q2 2025 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Elequin Capital's 13F filing for Q2 2026, filed 13 Aug 2026.