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EP Wealth Advisors’s First Trust California Municipal High income ETF FCAL Stock Holding History

EP Wealth Advisors’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
Q2 		$296K Hold
6,165
– – ﹤0.01% 1027
2025
Q1 		$299K Hold
6,165
– – ﹤0.01% 911
2024
Q4 		$304K Hold
6,165
– – ﹤0.01% 867
2024
Q3 		$309K Hold
6,165
– – ﹤0.01% 846
2024
Q2 		$305K Hold
6,165
– – ﹤0.01% 648
2024
Q1 		$306K Hold
6,165
– – ﹤0.01% 621
2023
Q4 		$308K Buy
+6,165
New +$297K ﹤0.01% 610

Other funds holding FCAL

MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $12.9B AUM 27.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return