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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
Q3 		$1.74M Buy
37,564
+4,001
+12% +$194K 0.05% 422
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

IP
Ignite Planners San Clemente, California $769M AUM 18.29% 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
TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Hennion & Walsh Asset Management's FCAL Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its First Trust California Municipal High income ETF (FCAL) stake by 12% in Q3 2026, buying an estimated $194K and bringing the position to 37,564 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #422.

Hennion & Walsh Asset Management first reported a position in FCAL in Q3 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold FCAL as of Q3 2026.

  • Hennion & Walsh Asset Management held 37,564 shares of First Trust California Municipal High income ETF worth $1.74M as of Q3 2026.
  • Hennion & Walsh Asset Management bought 4,001 First Trust California Municipal High income ETF shares in Q3 2026, an estimated $194K.
  • First Trust California Municipal High income ETF made up 0.05% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #422 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 5 quarters since.
  • 11 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.