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

HighTower 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
Q2 		$2.16M Buy
43,481
+15,359
+55% +$758K ﹤0.01% 1717
2026
Q1 		$1.37M Buy
28,122
+1,370
+5% +$67.9K ﹤0.01% 1974
2025
Q4 		$1.32M Buy
26,752
+185
+0.7% +$9.11K ﹤0.01% 1937
2025
Q3 		$1.3M Buy
26,567
+3,777
+17% +$181K ﹤0.01% 1918
2025
Q2 		$1.09M Buy
22,790
+584
+3% +$28.1K ﹤0.01% 1954
2025
Q1 		$1.08M Buy
22,206
+1,433
+7% +$70.6K ﹤0.01% 1914
2024
Q4 		$1.03M Buy
20,773
+5,085
+32% +$254K ﹤0.01% 1943
2024
Q3 		$788K Buy
15,688
+1,298
+9% +$64.8K ﹤0.01% 2077
2024
Q2 		$713K Buy
14,390
+120
+0.8% +$5.92K ﹤0.01% 2071
2024
Q1 		$709K Sell
14,270
-5,335
-27% -$265K ﹤0.01% 2027
2023
Q4 		$978K Sell
19,605
-451
-2% -$21.7K ﹤0.01% 1848
2023
Q3 		$947K Sell
20,056
-930
-4% -$45.1K ﹤0.01% 1801
2023
Q2 		$1.03M Buy
20,986
+2,374
+13% +$116K ﹤0.01% 1740
2023
Q1 		$917K Sell
18,612
-1,908
-9% -$93.7K ﹤0.01% 1716
2022
Q4 		$993K Sell
20,520
-686
-3% -$32.7K ﹤0.01% 1679
2022
Q3 		$991K Sell
21,206
-8,774
-29% -$428K ﹤0.01% 1613
2022
Q2 		$1.45M Buy
29,980
+145
+0.5% +$7.12K ﹤0.01% 1436
2022
Q1 		$1.52M Sell
29,835
-367
-1% -$19.4K ﹤0.01% 1529
2021
Q4 		$1.65M Buy
30,202
+2,229
+8% +$122K ﹤0.01% 1474
2021
Q3 		$1.52M Buy
27,973
+129
+0.5% +$7.12K ﹤0.01% 1418
2021
Q2 		$1.53M Buy
27,844
+384
+1% +$21K ﹤0.01% 1391
2021
Q1 		$1.48M Buy
27,460
+4,351
+19% +$236K ﹤0.01% 1324
2020
Q4 		$1.25M Buy
23,109
+5,064
+28% +$270K 0.01% 1149
2020
Q3 		$952K Buy
18,045
+98
+0.5% +$5.18K ﹤0.01% 1240
2020
Q2 		$937K Sell
17,947
-596
-3% -$30.3K 0.01% 1153
2020
Q1 		$948K Buy
18,543
+597
+3% +$31.8K 0.01% 1029
2019
Q4 		$958K Sell
17,946
-206
-1% -$11K 0.01% 1168
2019
Q3 		$967K Buy
18,152
+9,086
+100% +$483K 0.01% 1200
2019
Q2 		$476K Buy
9,066
+2,051
+29% +$106K ﹤0.01% 1534
2019
Q1 		$361K Buy
+7,015
New +$354K ﹤0.01% 1630

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
Guggenheim Capital
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 $769M AUM 18.29% 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

HighTower Advisors's FCAL Position: Q2 2026 in Review

HighTower Advisors increased its First Trust California Municipal High income ETF (FCAL) stake by 55% in Q2 2026, buying an estimated $758K and bringing the position to 43,481 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

HighTower Advisors first reported a position in FCAL in Q1 2019 and has held it in 30 quarters since. 86 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • HighTower Advisors held 43,481 shares of First Trust California Municipal High income ETF worth $2.16M as of Q2 2026.
  • HighTower Advisors bought 15,359 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $758K.
  • First Trust California Municipal High income ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1717 holding.
  • HighTower Advisors first reported a position in First Trust California Municipal High income ETF in Q1 2019 and has held it in 30 quarters since.
  • 86 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.