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 $8.53B AUM 21.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

EP Wealth Advisors's FCAL Position: Q2 2025 in Review

EP Wealth Advisors held its First Trust California Municipal High income ETF (FCAL) position steady in Q2 2025 at 6,165 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

EP Wealth Advisors first reported a position in FCAL in Q4 2023 and has held it in 7 quarters since. The position peaked at $309K in Q3 2024. 80 funds tracked by Wall St. Rank hold FCAL as of Q2 2025.

EP Wealth Advisors held 6,165 shares of First Trust California Municipal High income ETF worth $296K as of Q2 2025.
EP Wealth Advisors left its First Trust California Municipal High income ETF share count unchanged in Q2 2025.
First Trust California Municipal High income ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1027 holding.
EP Wealth Advisors first reported a position in First Trust California Municipal High income ETF in Q4 2023 and has held it in 7 quarters since.
EP Wealth Advisors's First Trust California Municipal High income ETF position peaked at $309K in Q3 2024.
80 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.