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 Q3	$3.72M	Buy	80,419 +285	+0.4%	+$13.8K	0.48%	50
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $284M AUM 15.44% 1-Year Est. Return

ASL Financial Los Gatos, California $146M AUM 15.7% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Ignite Planners's FCAL Position: Q3 2026 in Review

Ignite Planners increased its First Trust California Municipal High income ETF (FCAL) stake by 0.36% in Q3 2026, buying an estimated $13.8K and bringing the position to 80,419 shares worth $3.72M. The position accounts for 0.48% of the portfolio, ranked #50.

Ignite Planners first reported a position in FCAL in Q2 2024 and has held it in 10 quarters since. 14 funds tracked by Wall St. Rank hold FCAL as of Q3 2026.

Ignite Planners held 80,419 shares of First Trust California Municipal High income ETF worth $3.72M as of Q3 2026.
Ignite Planners bought 285 First Trust California Municipal High income ETF shares in Q3 2026, an estimated $13.8K.
First Trust California Municipal High income ETF made up 0.48% of Ignite Planners's portfolio in Q3 2026, its #50 holding.
Ignite Planners first reported a position in First Trust California Municipal High income ETF in Q2 2024 and has held it in 10 quarters since.
14 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.