HI
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Harbour Investments’s First Trust California Municipal High income ETF FCAL Stock Holding History

Harbour Investments’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 		$40.1K Buy
809
+4
+0.5% +$198 ﹤0.01% 2515
2026
Q1 		$39.4K Sell
805
-97
-11% -$4.81K ﹤0.01% 2465
2025
Q4 		$44.5K Sell
902
-574
-39% -$28.3K ﹤0.01% 2019
2025
Q3 		$72K Buy
1,476
+4
+0.3% +$192 ﹤0.01% 1722
2025
Q2 		$70.6K Buy
1,472
+4
+0.3% +$192 ﹤0.01% 1655
2025
Q1 		$71.3K Buy
1,468
+3
+0.2% +$148 ﹤0.01% 1599
2024
Q4 		$72.3K Sell
1,465
-80
-5% -$3.99K ﹤0.01% 1531
2024
Q3 		$77.5K Sell
1,545
-5,163
-77% -$258K ﹤0.01% 1455
2024
Q2 		$332K Buy
6,708
+466
+7% +$23K 0.01% 760
2024
Q1 		$310K Buy
6,242
+2,121
+51% +$106K 0.01% 761
2023
Q4 		$206K Buy
4,121
+600
+17% +$28.9K 0.01% 843
2023
Q3 		$166K Buy
3,521
+29
+0.8% +$1.41K 0.01% 853
2023
Q2 		$171K Buy
3,492
+242
+7% +$11.9K 0.01% 857
2023
Q1 		$160K Buy
3,250
+1,320
+68% +$64.8K 0.01% 849
2022
Q4 		$93.4K Buy
+1,930
New +$92.1K 0.01% 1032

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

Harbour Investments's FCAL Position: Q2 2026 in Review

Harbour Investments increased its First Trust California Municipal High income ETF (FCAL) stake by 0.5% in Q2 2026, buying an estimated $198 and bringing the position to 809 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2515.

Harbour Investments first reported a position in FCAL in Q4 2022 and has held it in 15 quarters since. The position peaked at $332K in Q2 2024. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Harbour Investments held 809 shares of First Trust California Municipal High income ETF worth $40.1K as of Q2 2026.
  • Harbour Investments bought 4 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $198.
  • First Trust California Municipal High income ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2515 holding.
  • Harbour Investments first reported a position in First Trust California Municipal High income ETF in Q4 2022 and has held it in 15 quarters since.
  • Harbour Investments's First Trust California Municipal High income ETF position peaked at $332K in Q2 2024.
  • 87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.