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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

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. 87 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.
87 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.