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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

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
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integral Investment Advisors's FCAL Position: Q2 2026 in Review

Integral Investment Advisors increased its First Trust California Municipal High income ETF (FCAL) stake by 15% in Q2 2026, buying an estimated $246K and bringing the position to 37,730 shares worth $1.87M. The position accounts for 0.41% of the portfolio, ranked #43.

Integral Investment Advisors first reported a position in FCAL in Q4 2021 and has held it in 19 quarters since. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Integral Investment Advisors held 37,730 shares of First Trust California Municipal High income ETF worth $1.87M as of Q2 2026.
  • Integral Investment Advisors bought 4,975 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $246K.
  • First Trust California Municipal High income ETF made up 0.41% of Integral Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • Integral Investment Advisors first reported a position in First Trust California Municipal High income ETF in Q4 2021 and has held it in 19 quarters since.
  • 87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.