KAS
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Kestra Advisory Services’s First Trust California Municipal High income ETF FCAL Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,423
Closed -$70.2K – 3531
2025
Q4 		$70.2K Buy
+1,423
New +$70.1K ﹤0.01% 3710
2024
Q3 		– Sell
-4,468
Closed -$221K – 2615
2024
Q2 		$221K Buy
4,468
+302
+7% +$14.9K ﹤0.01% 2333
2024
Q1 		$207K Buy
+4,166
New +$207K ﹤0.01% 2252
2023
Q4 		– Sell
-6,034
Closed -$285K – 2297
2023
Q3 		$285K Buy
6,034
+728
+14% +$35.3K ﹤0.01% 1689
2023
Q2 		$260K Buy
+5,306
New +$260K ﹤0.01% 1723
2022
Q4 		– Sell
-6,189
Closed -$290K – 2283
2022
Q3 		$290K Sell
6,189
-1,314
-18% -$64.1K ﹤0.01% 1612
2022
Q2 		$363K Sell
7,503
-4,578
-38% -$225K ﹤0.01% 1507
2022
Q1 		$616K Buy
12,081
+460
+4% +$24.3K 0.01% 1174
2021
Q4 		$636K Buy
11,621
+793
+7% +$43.3K 0.01% 1188
2021
Q3 		$590K Sell
10,828
-1,693
-14% -$93.5K 0.01% 1297
2021
Q2 		$689K Buy
12,521
+1,122
+10% +$61.4K 0.01% 1116
2021
Q1 		$615K Sell
11,399
-20
-0.2% -$1.08K 0.01% 1096
2020
Q4 		$618K Sell
11,419
-105
-0.9% -$5.61K 0.01% 1094
2020
Q3 		$608K Buy
+11,524
New +$610K 0.01% 802

Other funds holding FCAL

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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Kestra Advisory Services's FCAL Position: Q1 2026 in Review

Kestra Advisory Services sold out of First Trust California Municipal High income ETF (FCAL) in Q1 2026, closing a stake of 1,423 shares — an estimated $70.2K sold.

Kestra Advisory Services first reported a position in FCAL in Q3 2020 and held it in 14 quarters. The position peaked at $689K in Q2 2021. 77 funds tracked by Wall St. Rank hold FCAL as of Q1 2026.

  • Kestra Advisory Services reported no remaining First Trust California Municipal High income ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,423 First Trust California Municipal High income ETF shares in Q1 2026, an estimated $70.2K.
  • Kestra Advisory Services first reported a position in First Trust California Municipal High income ETF in Q3 2020 and held it in 14 quarters.
  • Kestra Advisory Services's First Trust California Municipal High income ETF position peaked at $689K in Q2 2021.
  • 77 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.