Ignite Planners’s First Trust California Municipal High income ETF FCAL Stock Holding History

Ignite Planners’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	$3.68M	Buy	80,134 +20,260	+34%	+$1M	0.5%	49
2026 Q1	$2.93M	Sell	59,874 -508	-0.8%	-$25.2K	0.45%	58
2025 Q4	$2.99M	Buy	60,382 +7,461	+14%	+$367K	0.46%	52
2025 Q3	$2.58M	Buy	52,921 +6,785	+15%	+$326K	0.42%	54
2025 Q2	$2.19M	Hold	46,136	–	–	0.38%	62
2025 Q1	$2.22M	Hold	46,136	–	–	0.44%	56
2024 Q4	$2.28M	Buy	46,136 +14,833	+47%	+$739K	0.5%	48
2024 Q3	$1.57M	Buy	31,303 +332	+1%	+$16.6K	0.36%	72
2024 Q2	$1.53M	Buy	+30,971	New	+$1.53M	0.37%	76

Other funds holding FCAL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

Ignite Planners's FCAL Position: Q2 2026 in Review

Ignite Planners increased its First Trust California Municipal High income ETF (FCAL) stake by 34% in Q2 2026, buying an estimated $1M and bringing the position to 80,134 shares worth $3.68M. The position accounts for 0.5% of the portfolio, ranked #49.

Ignite Planners first reported a position in FCAL in Q2 2024 and has held it in 9 quarters since. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

Ignite Planners held 80,134 shares of First Trust California Municipal High income ETF worth $3.68M as of Q2 2026.
Ignite Planners bought 20,260 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $1M.
First Trust California Municipal High income ETF made up 0.5% of Ignite Planners's portfolio in Q2 2026, its #49 holding.
Ignite Planners first reported a position in First Trust California Municipal High income ETF in Q2 2024 and has held it in 9 quarters since.
87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.