Farther Finance Advisors’s First Trust California Municipal High income ETF FCAL Stock Holding History

Farther Finance 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
2026 Q2	$621K	Buy	12,500 +1,500	+14%	+$74.1K	﹤0.01%	1398
2026 Q1	$539K	Hold	11,000	–	–	0.01%	1344
2025 Q4	$542K	Buy	11,000 +3,000	+38%	+$148K	0.01%	1250
2025 Q3	$390K	Buy	8,000 +2,000	+33%	+$96K	0.01%	1218
2025 Q2	$288K	Hold	6,000	–	–	0.01%	1215
2025 Q1	$294K	Hold	6,000	–	–	0.01%	1042
2024 Q4	$296K	Buy	+6,000	New	+$299K	0.01%	811

Other funds holding FCAL

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

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Farther Finance Advisors's FCAL Position: Q2 2026 in Review

Farther Finance Advisors increased its First Trust California Municipal High income ETF (FCAL) stake by 14% in Q2 2026, buying an estimated $74.1K and bringing the position to 12,500 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Farther Finance Advisors first reported a position in FCAL in Q4 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

Farther Finance Advisors held 12,500 shares of First Trust California Municipal High income ETF worth $621K as of Q2 2026.
Farther Finance Advisors bought 1,500 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $74.1K.
First Trust California Municipal High income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1398 holding.
Farther Finance Advisors first reported a position in First Trust California Municipal High income ETF in Q4 2024 and has held it in 7 quarters since.
87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.