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Johnson Bixby & Associates’s First Trust California Municipal High income ETF FCAL Stock Holding History

Johnson Bixby & Associates’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
Q3 		– Sell
-4,033
Closed -$200K – 130
2026
Q2 		$200K Buy
+4,033
New +$199K 0.02% 128
2024
Q4 		– Sell
-4,033
Closed -$202K – 119
2024
Q3 		$202K Buy
+4,033
New +$201K 0.03% 111
2024
Q2 		– Sell
-4,033
Closed -$200K – 114
2024
Q1 		$200K Buy
+4,033
New +$201K 0.03% 113

Other funds holding FCAL

IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $284M AUM 15.44% 1-Year Est. Return
AF
ASL Financial Los Gatos, California $146M AUM 15.7% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Johnson Bixby & Associates's FCAL Position: Q3 2026 in Review

Johnson Bixby & Associates sold out of First Trust California Municipal High income ETF (FCAL) in Q3 2026, closing a stake of 4,033 shares — an estimated $200K sold.

Johnson Bixby & Associates first reported a position in FCAL in Q1 2024 and held it in 3 quarters. The position peaked at $202K in Q3 2024. 12 funds tracked by Wall St. Rank hold FCAL as of Q3 2026.

  • Johnson Bixby & Associates reported no remaining First Trust California Municipal High income ETF position as of Q3 2026 after selling out during the quarter.
  • Johnson Bixby & Associates sold 4,033 First Trust California Municipal High income ETF shares in Q3 2026, an estimated $200K.
  • Johnson Bixby & Associates first reported a position in First Trust California Municipal High income ETF in Q1 2024 and held it in 3 quarters.
  • Johnson Bixby & Associates's First Trust California Municipal High income ETF position peaked at $202K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q3 2026.

Based on Johnson Bixby & Associates's 13F filing for Q3 2026, filed 14 Oct 2026.