MGO One Seven’s First Trust California Municipal High income ETF FCAL Stock Holding History

MGO One Seven’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	$1.55M	Buy	31,195 +2,500	+9%	+$123K	0.03%	588
2026 Q1	$1.4M	Sell	28,695 -180	-0.6%	-$8.92K	0.03%	559
2025 Q4	$1.42M	Sell	28,875 -1,000	-3%	-$49.2K	0.03%	539
2025 Q3	$1.46M	Sell	29,875 -5,000	-14%	-$240K	0.03%	486
2025 Q2	$1.67M	Buy	34,875 +20,595	+144%	+$989K	0.05%	378
2025 Q1	$693K	Buy	14,280 +680	+5%	+$33.5K	0.03%	538
2024 Q4	$671K	Buy	13,600 +5,500	+68%	+$274K	0.03%	547
2024 Q3	$406K	Hold	8,100	–	–	0.02%	654
2024 Q2	$401K	Buy	8,100 +100	+1%	+$4.93K	0.02%	646
2024 Q1	$397K	Hold	8,000	–	–	0.02%	615
2023 Q4	$399K	Buy	+8,000	New	+$385K	0.02%	610

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

MGO One Seven's FCAL Position: Q2 2026 in Review

MGO One Seven increased its First Trust California Municipal High income ETF (FCAL) stake by 8.7% in Q2 2026, buying an estimated $123K and bringing the position to 31,195 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #588.

MGO One Seven first reported a position in FCAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.67M in Q2 2025. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

MGO One Seven held 31,195 shares of First Trust California Municipal High income ETF worth $1.55M as of Q2 2026.
MGO One Seven bought 2,500 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $123K.
First Trust California Municipal High income ETF made up 0.03% of MGO One Seven's portfolio in Q2 2026, its #588 holding.
MGO One Seven first reported a position in First Trust California Municipal High income ETF in Q4 2023 and has held it in 11 quarters since.
MGO One Seven's First Trust California Municipal High income ETF position peaked at $1.67M in Q2 2025.
87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.