Larson Financial Group’s First Trust California Municipal High income ETF FCAL Stock Holding History

Larson Financial Group’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	$44.7K	Hold	900	–	–	﹤0.01%	1570
2026 Q1	$44K	Hold	900	–	–	﹤0.01%	1419
2025 Q4	$44.4K	Hold	900	–	–	﹤0.01%	1291
2025 Q3	$43.9K	Hold	900	–	–	﹤0.01%	1217
2025 Q2	$43.2K	Hold	900	–	–	﹤0.01%	1123
2025 Q1	$43.7K	Hold	900	–	–	﹤0.01%	1080
2024 Q4	$44.4K	Hold	900	–	–	﹤0.01%	939
2024 Q3	$45.2K	Hold	900	–	–	﹤0.01%	936
2024 Q2	$44.6K	Buy	+900	New	+$44.4K	﹤0.01%	840

Other funds holding FCAL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Larson Financial Group's FCAL Position: Q2 2026 in Review

Larson Financial Group held its First Trust California Municipal High income ETF (FCAL) position steady in Q2 2026 at 900 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Larson Financial Group first reported a position in FCAL in Q2 2024 and has held it in 9 quarters since. The position peaked at $45.2K in Q3 2024. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

Larson Financial Group held 900 shares of First Trust California Municipal High income ETF worth $44.7K as of Q2 2026.
Larson Financial Group left its First Trust California Municipal High income ETF share count unchanged in Q2 2026.
First Trust California Municipal High income ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1570 holding.
Larson Financial Group first reported a position in First Trust California Municipal High income ETF in Q2 2024 and has held it in 9 quarters since.
Larson Financial Group's First Trust California Municipal High income ETF position peaked at $45.2K in Q3 2024.
87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

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