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Jeff Yass’s First Trust California Municipal High income ETF FCAL Stock Holding History

Jeff Yass’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 		– Sell
-35,388
Closed -$1.73M – 13699
2026
Q1 		$1.73M Buy
+35,388
New +$1.75M ﹤0.01% 6514
2025
Q4 		– Sell
-7,935
Closed -$387K – 12699
2025
Q3 		$387K Sell
7,935
-4,049
-34% -$194K ﹤0.01% 9548
2025
Q2 		$575K Sell
11,984
-708
-6% -$34K ﹤0.01% 8848
2025
Q1 		$616K Buy
+12,692
New +$626K ﹤0.01% 8442
2024
Q3 		– Sell
-10,425
Closed -$516K – 12267
2024
Q2 		$516K Sell
10,425
-76,783
-88% -$3.79M ﹤0.01% 8185
2024
Q1 		$4.33M Buy
+87,208
New +$4.34M ﹤0.01% 3872
2023
Q1 		– Sell
-10,949
Closed -$530K – 12818
2022
Q4 		$530K Sell
10,949
-16,753
-60% -$799K ﹤0.01% 7707
2022
Q3 		$1.3M Buy
27,702
+13,750
+99% +$671K ﹤0.01% 5959
2022
Q2 		$675K Sell
13,952
-22,206
-61% -$1.09M ﹤0.01% 7519
2022
Q1 		$1.84M Buy
+36,158
New +$1.91M ﹤0.01% 5665
2021
Q2 		– Sell
-15,950
Closed -$860K – 12743
2021
Q1 		$860K Buy
+15,950
New +$865K ﹤0.01% 8121
2020
Q4 		– Sell
-22,536
Closed -$1.19M – 11191
2020
Q3 		$1.19M Buy
22,536
+17,376
+337% +$919K ﹤0.01% 5698
2020
Q2 		$269K Buy
+5,160
New +$262K ﹤0.01% 8542
2019
Q4 		– Sell
-9,945
Closed -$530K – 9949
2019
Q3 		$530K Buy
9,945
+4,233
+74% +$225K ﹤0.01% 7174
2019
Q2 		$300K Buy
+5,712
New +$296K ﹤0.01% 8316
2019
Q1 		– Sell
-25,305
Closed -$1.27M – 9120
2018
Q4 		$1.27M Sell
25,305
-14,850
-37% -$736K ﹤0.01% 4251
2018
Q3 		$2M Buy
+40,155
New +$2.02M ﹤0.01% 3991

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

Jeff Yass's FCAL Position: Q2 2026 in Review

Jeff Yass sold out of First Trust California Municipal High income ETF (FCAL) in Q2 2026, closing a stake of 35,388 shares — an estimated $1.73M sold.

Jeff Yass first reported a position in FCAL in Q3 2018 and held it in 17 quarters. The position peaked at $4.33M in Q1 2024. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Jeff Yass reported no remaining First Trust California Municipal High income ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 35,388 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $1.73M.
  • Jeff Yass first reported a position in First Trust California Municipal High income ETF in Q3 2018 and held it in 17 quarters.
  • Jeff Yass's First Trust California Municipal High income ETF position peaked at $4.33M in Q1 2024.
  • 87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.