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 Q3	$393K	Sell	8,500 -4,000	-32%	-$194K	﹤0.01%	1787
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

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $284M AUM 15.44% 1-Year Est. Return

ASL Financial Los Gatos, California $146M AUM 15.7% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors's FCAL Position: Q3 2026 in Review

Farther Finance Advisors reduced its First Trust California Municipal High income ETF (FCAL) stake by 32% in Q3 2026, selling an estimated $194K and leaving 8,500 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Farther Finance Advisors first reported a position in FCAL in Q4 2024 and has held it in 8 quarters since. The position peaked at $621K in Q2 2026. 12 funds tracked by Wall St. Rank hold FCAL as of Q3 2026.

Farther Finance Advisors held 8,500 shares of First Trust California Municipal High income ETF worth $393K as of Q3 2026.
Farther Finance Advisors sold 4,000 First Trust California Municipal High income ETF shares in Q3 2026, an estimated $194K.
First Trust California Municipal High income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1787 holding.
Farther Finance Advisors first reported a position in First Trust California Municipal High income ETF in Q4 2024 and has held it in 8 quarters since.
Farther Finance Advisors's First Trust California Municipal High income ETF position peaked at $621K in Q2 2026.
12 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.