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Independent Financial Group’s First Trust California Municipal High income ETF FCAL Stock Holding History

Independent Financial Group’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
2024
Q3 		– Sell
-7,851
Closed -$389K – 1151
2024
Q2 		$389K Hold
7,851
– – 0.02% 711
2024
Q1 		$390K Sell
7,851
-216
-3% -$10.7K 0.02% 674
2023
Q4 		$403K Buy
+8,067
New +$388K 0.02% 622

Other funds holding FCAL

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

Independent Financial Group's FCAL Position: Q3 2024 in Review

Independent Financial Group sold out of First Trust California Municipal High income ETF (FCAL) in Q3 2024, closing a stake of 7,851 shares — an estimated $389K sold.

Independent Financial Group first reported a position in FCAL in Q4 2023 and held it in 3 quarters. The position peaked at $403K in Q4 2023. 59 funds tracked by Wall St. Rank hold FCAL as of Q3 2024.

  • Independent Financial Group reported no remaining First Trust California Municipal High income ETF position as of Q3 2024 after selling out during the quarter.
  • Independent Financial Group sold 7,851 First Trust California Municipal High income ETF shares in Q3 2024, an estimated $389K.
  • Independent Financial Group first reported a position in First Trust California Municipal High income ETF in Q4 2023 and held it in 3 quarters.
  • Independent Financial Group's First Trust California Municipal High income ETF position peaked at $403K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.