Envestnet Portfolio Solutions

Envestnet Portfolio Solutions’s First Trust California Municipal High income ETF FCAL Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-14,935	Closed	-$736K	–	1354
2025 Q4	$736K	Sell	14,935 -5,472	-27%	-$269K	﹤0.01%	887
2025 Q3	$995K	Buy	20,407 +1,745	+9%	+$83.8K	﹤0.01%	740
2025 Q2	$895K	Buy	18,662 +14,532	+352%	+$698K	﹤0.01%	830
2025 Q1	$200K	Buy	+4,130	New	+$204K	﹤0.01%	1507

Other funds holding FCAL

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return

Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

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

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return