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January Capital Advisors’s First Trust California Municipal High income ETF FCAL Stock Holding History

January Capital 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
2022
Q2 		$567K Hold
11,722
– – 0.5% 22
2022
Q1 		$567K Buy
11,722
+1,787
+18% +$94.5K 0.5% 22
2021
Q4 		$544K Buy
+9,935
New +$542K 0.43% 32

Other funds holding FCAL

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

January Capital Advisors's FCAL Position: Q2 2022 in Review

January Capital Advisors held its First Trust California Municipal High income ETF (FCAL) position steady in Q2 2022 at 11,722 shares worth $567K. The position accounts for 0.5% of the portfolio, ranked #22.

January Capital Advisors first reported a position in FCAL in Q4 2021 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold FCAL as of Q2 2022.

  • January Capital Advisors held 11,722 shares of First Trust California Municipal High income ETF worth $567K as of Q2 2022.
  • January Capital Advisors left its First Trust California Municipal High income ETF share count unchanged in Q2 2022.
  • First Trust California Municipal High income ETF made up 0.5% of January Capital Advisors's portfolio in Q2 2022, its #22 holding.
  • January Capital Advisors first reported a position in First Trust California Municipal High income ETF in Q4 2021 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2022.

Based on January Capital Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.