Envestnet Portfolio Solutions
FCAL icon

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
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
MMA
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Envestnet Portfolio Solutions's FCAL Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of First Trust California Municipal High income ETF (FCAL) in Q1 2026, closing a stake of 14,935 shares — an estimated $736K sold.

Envestnet Portfolio Solutions first reported a position in FCAL in Q1 2025 and held it in 4 quarters. The position peaked at $995K in Q3 2025. 77 funds tracked by Wall St. Rank hold FCAL as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining First Trust California Municipal High income ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 14,935 First Trust California Municipal High income ETF shares in Q1 2026, an estimated $736K.
  • Envestnet Portfolio Solutions first reported a position in First Trust California Municipal High income ETF in Q1 2025 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's First Trust California Municipal High income ETF position peaked at $995K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.