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Gerald Baker Financial Group’s First Trust California Municipal High income ETF FCAL Stock Holding History

Gerald Baker Financial Group’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 		– Sell
-4,434
Closed -$220K – 127
2026
Q2 		$220K Buy
4,434
+38
+0.9% +$1.88K 0.06% 123
2026
Q1 		$215K Buy
+4,396
New +$218K 0.07% 110

Other funds holding FCAL

IP
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
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CL
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
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $284M AUM 15.44% 1-Year Est. Return
AF
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

Gerald Baker Financial Group's FCAL Position: Q3 2026 in Review

Gerald Baker Financial Group sold out of First Trust California Municipal High income ETF (FCAL) in Q3 2026, closing a stake of 4,434 shares — an estimated $220K sold.

Gerald Baker Financial Group first reported a position in FCAL in Q1 2026 and held it in 2 quarters. The position peaked at $220K in Q2 2026. 12 funds tracked by Wall St. Rank hold FCAL as of Q3 2026.

  • Gerald Baker Financial Group reported no remaining First Trust California Municipal High income ETF position as of Q3 2026 after selling out during the quarter.
  • Gerald Baker Financial Group sold 4,434 First Trust California Municipal High income ETF shares in Q3 2026, an estimated $220K.
  • Gerald Baker Financial Group first reported a position in First Trust California Municipal High income ETF in Q1 2026 and held it in 2 quarters.
  • Gerald Baker Financial Group's First Trust California Municipal High income ETF position peaked at $220K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q3 2026.

Based on Gerald Baker Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.