IIA
FCAL icon

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

Integral 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
2026
Q2 		$1.87M Buy
37,730
+4,975
+15% +$246K 0.41% 43
2026
Q1 		$1.6M Buy
32,755
+250
+0.8% +$12.4K 0.4% 48
2025
Q4 		$1.6M Buy
32,505
+1,850
+6% +$91.1K 0.4% 54
2025
Q3 		$1.5M Buy
30,655
+3,507
+13% +$168K 0.4% 55
2025
Q2 		$1.3M Buy
27,148
+1,701
+7% +$81.7K 0.37% 57
2025
Q1 		$1.24M Sell
25,447
-100
-0.4% -$4.93K 0.39% 49
2024
Q4 		$1.26M Sell
25,547
-850
-3% -$42.4K 0.41% 50
2024
Q3 		$1.32M Buy
26,397
+3,100
+13% +$155K 0.44% 46
2024
Q2 		$1.15M Buy
23,297
+1,547
+7% +$76.3K 0.43% 48
2024
Q1 		$1.08M Buy
21,750
+6,800
+45% +$338K 0.45% 39
2023
Q4 		$746K Buy
14,950
+125
+0.8% +$6.01K 0.48% 45
2023
Q3 		$700K Buy
14,825
+1,775
+14% +$86.1K 0.49% 43
2023
Q2 		$639K Buy
13,050
+900
+7% +$44.2K 0.43% 46
2023
Q1 		$598K Sell
12,150
-7,600
-38% -$373K 0.43% 44
2022
Q4 		$956K Hold
19,750
– – 0.74% 21
2022
Q3 		$925K Buy
19,750
+1,900
+11% +$92.8K 0.76% 26
2022
Q2 		$863K Buy
17,850
+2,175
+14% +$107K 0.73% 27
2022
Q1 		$799K Buy
15,675
+3,350
+27% +$177K 0.5% 50
2021
Q4 		$675K Buy
+12,325
New +$673K 0.49% 52

Other funds holding FCAL

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return