Global Retirement Partners
FCAL icon

Global Retirement Partners’s First Trust California Municipal High income ETF FCAL Stock Holding History

Global Retirement Partners’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 		$46.1K Buy
+928
New +$45.8K ﹤0.01% 2572
2025
Q4 		$45K Buy
913
+8
+0.9% +$394 ﹤0.01% 2415
2025
Q3 		$44.1K Buy
905
+7
+0.8% +$336 ﹤0.01% 1965
2025
Q2 		$43.1K Buy
+898
New +$43.1K ﹤0.01% 1847
2024
Q4 		$43.6K Buy
883
+7
+0.8% +$349 ﹤0.01% 1684
2024
Q3 		$44K Buy
876
+6
+0.7% +$300 ﹤0.01% 1615
2024
Q2 		$43.1K Buy
870
+6
+0.7% +$296 ﹤0.01% 1617
2024
Q1 		$42.9K Sell
864
-32
-4% -$1.59K ﹤0.01% 1474
2023
Q4 		$44.7K Buy
896
+6
+0.7% +$289 ﹤0.01% 1426
2023
Q3 		$41.8K Buy
890
+6
+0.7% +$291 ﹤0.01% 1353
2023
Q2 		$43.3K Buy
884
+4
+0.5% +$196 ﹤0.01% 1344
2023
Q1 		$43.3K Buy
880
+7
+0.8% +$344 ﹤0.01% 1304
2022
Q4 		$42.2K Buy
873
+834
+2,138% +$39.8K ﹤0.01% 1163
2022
Q3 		$2K Hold
39
– – ﹤0.01% 2226
2022
Q2 		$2K Hold
39
– – ﹤0.01% 2189
2022
Q1 		$2K Buy
+39
New +$2.06K ﹤0.01% 2172

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
Guggenheim Capital
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 $769M AUM 18.29% 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

Global Retirement Partners's FCAL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust California Municipal High income ETF (FCAL) in Q2 2026: 928 shares worth $46.1K. The stake represents ﹤0.01% of the portfolio and ranks #2572 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FCAL as recently as Q4 2025.

Global Retirement Partners first reported a position in FCAL in Q1 2022 and has held it in 16 quarters since. 86 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Global Retirement Partners held 928 shares of First Trust California Municipal High income ETF worth $46.1K as of Q2 2026.
  • First Trust California Municipal High income ETF was a new Global Retirement Partners position in Q2 2026.
  • First Trust California Municipal High income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2572 holding.
  • Global Retirement Partners first reported a position in First Trust California Municipal High income ETF in Q1 2022 and has held it in 16 quarters since.
  • 86 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.