Guggenheim Capital’s First Trust California Municipal High income ETF FCAL Stock Holding History

Guggenheim Capital’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 Q1	$4.74M	Sell	97,015 -1,249	-1%	-$61.9K	0.04%	457
2025 Q4	$4.85M	Sell	98,264 -3,782	-4%	-$186K	0.03%	446
2025 Q3	$4.98M	Sell	102,046 -3,431	-3%	-$165K	0.04%	442
2025 Q2	$5.06M	Buy	105,477 +20,964	+25%	+$1.01M	0.04%	416
2025 Q1	$4.1M	Buy	84,513 +27,198	+47%	+$1.34M	0.04%	472
2024 Q4	$2.83M	Buy	57,315 +40,880	+249%	+$2.04M	0.02%	557
2024 Q3	$825K	Buy	+16,435	New	+$821K	0.01%	1181

Other funds holding FCAL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return

Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return