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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gerald Baker Financial Group's FCAL Position: Q2 2026 in Review

Gerald Baker Financial Group increased its First Trust California Municipal High income ETF (FCAL) stake by 0.86% in Q2 2026, buying an estimated $1.88K and bringing the position to 4,434 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #123.

Gerald Baker Financial Group first reported a position in FCAL in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Gerald Baker Financial Group held 4,434 shares of First Trust California Municipal High income ETF worth $220K as of Q2 2026.
  • Gerald Baker Financial Group bought 38 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $1.88K.
  • First Trust California Municipal High income ETF made up 0.06% of Gerald Baker Financial Group's portfolio in Q2 2026, its #123 holding.
  • Gerald Baker Financial Group first reported a position in First Trust California Municipal High income ETF in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.