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Hennion & Walsh Asset Management’s First Trust California Municipal High income ETF FCAL Stock Holding History

Hennion & Walsh Asset Management’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 		$1.67M Buy
33,563
+8,581
+34% +$424K 0.05% 430
2026
Q1 		$1.22M Buy
24,982
+6,854
+38% +$340K 0.04% 462
2025
Q4 		$894K Buy
18,128
+10,903
+151% +$537K 0.03% 550
2025
Q3 		$352K Buy
+7,225
New +$347K 0.01% 797

Other funds holding FCAL

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Hennion & Walsh Asset Management's FCAL Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its First Trust California Municipal High income ETF (FCAL) stake by 34% in Q2 2026, buying an estimated $424K and bringing the position to 33,563 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #430.

Hennion & Walsh Asset Management first reported a position in FCAL in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Hennion & Walsh Asset Management held 33,563 shares of First Trust California Municipal High income ETF worth $1.67M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 8,581 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $424K.
  • First Trust California Municipal High income ETF made up 0.05% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #430 holding.
  • Hennion & Walsh Asset Management first reported a position in First Trust California Municipal High income ETF in Q3 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.