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Hochman Cole Investment Advisors’s First Trust California Municipal High income ETF FCAL Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$288K Buy
+5,281
New +$292K 0.11% 109
2021
Q2 		– Sell
-4,813
Closed -$260K – 129
2021
Q1 		$260K Buy
+4,813
New +$261K 0.11% 108

Other funds holding FCAL

LPL Financial
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TW
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KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hochman Cole Investment Advisors's FCAL Position: Q3 2021 in Review

Hochman Cole Investment Advisors opened a new position in First Trust California Municipal High income ETF (FCAL) in Q3 2021: 5,281 shares worth $288K. The stake represents 0.11% of the portfolio and ranks #109 among its holdings. This is a return to the name: Hochman Cole Investment Advisors previously reported a position in FCAL as recently as Q1 2021.

Hochman Cole Investment Advisors first reported a position in FCAL in Q1 2021 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold FCAL as of Q3 2021.

  • Hochman Cole Investment Advisors held 5,281 shares of First Trust California Municipal High income ETF worth $288K as of Q3 2021.
  • First Trust California Municipal High income ETF was a new Hochman Cole Investment Advisors position in Q3 2021.
  • First Trust California Municipal High income ETF made up 0.11% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #109 holding.
  • Hochman Cole Investment Advisors first reported a position in First Trust California Municipal High income ETF in Q1 2021 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.