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HCR Wealth Advisors’s First Trust California Municipal High income ETF FCAL Stock Holding History

HCR Wealth Advisors’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
Q3 		$281K Hold
6,075
– – 0.02% 220
2026
Q2 		$302K Buy
+6,075
New +$300K 0.03% 211

Other funds holding FCAL

IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $284M AUM 15.44% 1-Year Est. Return
AF
ASL Financial Los Gatos, California $146M AUM 15.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HCR Wealth Advisors's FCAL Position: Q3 2026 in Review

HCR Wealth Advisors held its First Trust California Municipal High income ETF (FCAL) position steady in Q3 2026 at 6,075 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #220.

HCR Wealth Advisors first reported a position in FCAL in Q2 2026 and has held it in 2 quarters since. The position peaked at $302K in Q2 2026. 12 funds tracked by Wall St. Rank hold FCAL as of Q3 2026.

  • HCR Wealth Advisors held 6,075 shares of First Trust California Municipal High income ETF worth $281K as of Q3 2026.
  • HCR Wealth Advisors left its First Trust California Municipal High income ETF share count unchanged in Q3 2026.
  • First Trust California Municipal High income ETF made up 0.02% of HCR Wealth Advisors's portfolio in Q3 2026, its #220 holding.
  • HCR Wealth Advisors first reported a position in First Trust California Municipal High income ETF in Q2 2026 and has held it in 2 quarters since.
  • HCR Wealth Advisors's First Trust California Municipal High income ETF position peaked at $302K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q3 2026.

Based on HCR Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.