Foronjy Financial’s First Trust California Municipal High income ETF FCAL Stock Holding History

Foronjy Financial’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	$296K	Sell	6,409 -675	-10%	-$32.7K	0.1%	86
2026 Q2	$352K	Sell	7,084 -2,172	-23%	-$107K	0.13%	74
2026 Q1	$453K	Sell	9,256 -838	-8%	-$41.5K	0.19%	54
2025 Q4	$498K	Sell	10,094 -6,495	-39%	-$320K	0.21%	53
2025 Q3	$809K	Sell	16,589 -676	-4%	-$32.5K	0.35%	44
2025 Q2	$828K	Buy	+17,265	New	+$829K	0.39%	41

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

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

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

TWM

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Foronjy Financial's FCAL Position: Q3 2026 in Review

Foronjy Financial reduced its First Trust California Municipal High income ETF (FCAL) stake by 9.5% in Q3 2026, selling an estimated $32.7K and leaving 6,409 shares worth $296K. The position accounts for 0.1% of the portfolio, ranked #86.

Foronjy Financial first reported a position in FCAL in Q2 2025 and has held it in 6 quarters since. The position peaked at $828K in Q2 2025. 11 funds tracked by Wall St. Rank hold FCAL as of Q3 2026.

Foronjy Financial held 6,409 shares of First Trust California Municipal High income ETF worth $296K as of Q3 2026.
Foronjy Financial sold 675 First Trust California Municipal High income ETF shares in Q3 2026, an estimated $32.7K.
First Trust California Municipal High income ETF made up 0.1% of Foronjy Financial's portfolio in Q3 2026, its #86 holding.
Foronjy Financial first reported a position in First Trust California Municipal High income ETF in Q2 2025 and has held it in 6 quarters since.
Foronjy Financial's First Trust California Municipal High income ETF position peaked at $828K in Q2 2025.
11 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q3 2026.

Based on Foronjy Financial's 13F filing for Q3 2026, filed 14 Oct 2026.