Envestnet Asset Management
FCAL icon

Envestnet Asset Management’s First Trust California Municipal High income ETF FCAL Stock Holding History

Envestnet Asset Management’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
Q1 		$264K Buy
5,399
+572
+12% +$28.3K ﹤0.01% 4353
2025
Q4 		$238K Sell
4,827
-1,350
-22% -$66.5K ﹤0.01% 4171
2025
Q3 		$301K Buy
6,177
+791
+15% +$38K ﹤0.01% 4078
2025
Q2 		$258K Buy
5,386
+180
+3% +$8.65K ﹤0.01% 4102
2025
Q1 		$253K Sell
5,206
-708
-12% -$34.9K ﹤0.01% 4022
2024
Q4 		$292K Sell
5,914
-12,443
-68% -$620K ﹤0.01% 3906
2024
Q3 		$921K Sell
18,357
-2,620
-12% -$131K ﹤0.01% 3189
2024
Q2 		$1.04M Buy
20,977
+862
+4% +$42.5K ﹤0.01% 3024
2024
Q1 		$999K Buy
20,115
+169
+0.8% +$8.41K ﹤0.01% 3038
2023
Q4 		$995K Buy
19,946
+2,373
+14% +$114K ﹤0.01% 2942
2023
Q3 		$830K Sell
17,573
-3,608
-17% -$175K ﹤0.01% 2936
2023
Q2 		$1.04M Buy
+21,181
New +$1.04M ﹤0.01% 2724

Other funds holding FCAL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return