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International Assets Investment Management’s First Trust California Municipal High income ETF FCAL Stock Holding History

International Assets Investment Management’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
-700
Closed -$34.7K – 1965
2024
Q2 		$34.7K Buy
+700
New +$34.5K ﹤0.01% 1305

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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $653M AUM 28.36% 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 $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return

International Assets Investment Management's FCAL Position: Q3 2024 in Review

International Assets Investment Management sold out of First Trust California Municipal High income ETF (FCAL) in Q3 2024, closing a stake of 700 shares — an estimated $34.7K sold.

International Assets Investment Management first reported a position in FCAL in Q2 2024 and held it in 1 quarter. The position peaked at $34.7K in Q2 2024. 59 funds tracked by Wall St. Rank hold FCAL as of Q3 2024.

  • International Assets Investment Management reported no remaining First Trust California Municipal High income ETF position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 700 First Trust California Municipal High income ETF shares in Q3 2024, an estimated $34.7K.
  • International Assets Investment Management first reported a position in First Trust California Municipal High income ETF in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's First Trust California Municipal High income ETF position peaked at $34.7K in Q2 2024.
  • 59 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.