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First Allied Advisory Services’s First Trust California Municipal High income ETF FCAL Stock Holding History

First Allied Advisory Services’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
2019
Q4 		– Sell
-500
Closed -$27K – 1305
2019
Q3 		$27K Buy
+500
New +$26.6K ﹤0.01% 1435

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TW
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SWAG
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DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Allied Advisory Services's FCAL Position: Q4 2019 in Review

First Allied Advisory Services sold out of First Trust California Municipal High income ETF (FCAL) in Q4 2019, closing a stake of 500 shares — an estimated $27K sold.

First Allied Advisory Services first reported a position in FCAL in Q3 2019 and held it in 1 quarter. The position peaked at $27K in Q3 2019. 19 funds tracked by Wall St. Rank hold FCAL as of Q4 2019.

  • First Allied Advisory Services reported no remaining First Trust California Municipal High income ETF position as of Q4 2019 after selling out during the quarter.
  • First Allied Advisory Services sold 500 First Trust California Municipal High income ETF shares in Q4 2019, an estimated $27K.
  • First Allied Advisory Services first reported a position in First Trust California Municipal High income ETF in Q3 2019 and held it in 1 quarter.
  • First Allied Advisory Services's First Trust California Municipal High income ETF position peaked at $27K in Q3 2019.
  • 19 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.