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Equitable Holdings’s First Trust California Municipal High income ETF FCAL Stock Holding History

Equitable Holdings’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
-6,193
Closed -$305K – 1715
2025
Q4 		$305K Sell
6,193
-355
-5% -$17.5K ﹤0.01% 1319
2025
Q3 		$319K Sell
6,548
-2,877
-31% -$138K ﹤0.01% 1232
2025
Q2 		$452K Sell
9,425
-1,684
-15% -$80.9K ﹤0.01% 1038
2025
Q1 		$539K Buy
11,109
+4,078
+58% +$201K 0.01% 896
2024
Q4 		$347K Buy
7,031
+2,955
+72% +$147K ﹤0.01% 995
2024
Q3 		$205K Buy
+4,076
New +$204K ﹤0.01% 1185

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

Equitable Holdings's FCAL Position: Q1 2026 in Review

Equitable Holdings sold out of First Trust California Municipal High income ETF (FCAL) in Q1 2026, closing a stake of 6,193 shares — an estimated $305K sold.

Equitable Holdings first reported a position in FCAL in Q3 2024 and held it in 6 quarters. The position peaked at $539K in Q1 2025. 77 funds tracked by Wall St. Rank hold FCAL as of Q1 2026.

  • Equitable Holdings reported no remaining First Trust California Municipal High income ETF position as of Q1 2026 after selling out during the quarter.
  • Equitable Holdings sold 6,193 First Trust California Municipal High income ETF shares in Q1 2026, an estimated $305K.
  • Equitable Holdings first reported a position in First Trust California Municipal High income ETF in Q3 2024 and held it in 6 quarters.
  • Equitable Holdings's First Trust California Municipal High income ETF position peaked at $539K in Q1 2025.
  • 77 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.