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Mutual Advisors’s First Trust California Municipal High income ETF FCAL Stock Holding History

Mutual Advisors’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 		$844K Sell
16,997
-2,605
-13% -$129K 0.02% 713
2026
Q1 		$958K Sell
19,602
-528
-3% -$26.2K 0.02% 614
2025
Q4 		$993K Sell
20,130
-1,536
-7% -$75.6K 0.02% 579
2025
Q3 		$1.07M Buy
21,666
+10
+0% +$480 0.02% 547
2025
Q2 		$1.03M Sell
21,656
-1,353
-6% -$65K 0.03% 499
2025
Q1 		$1.11M Buy
23,009
+1,396
+6% +$68.8K 0.03% 421
2024
Q4 		$1.06M Buy
21,613
+970
+5% +$48.4K 0.03% 459
2024
Q3 		$1.02M Sell
20,643
-7,912
-28% -$395K 0.03% 479
2024
Q2 		$1.42M Sell
28,555
-995
-3% -$49.1K 0.04% 359
2024
Q1 		$1.47M Buy
29,550
+620
+2% +$30.8K 0.05% 349
2023
Q4 		$1.44M Buy
28,930
+5,090
+21% +$245K 0.05% 350
2023
Q3 		$1.13M Sell
23,840
-2,922
-11% -$142K 0.04% 389
2023
Q2 		$1.31M Sell
26,762
-646
-2% -$31.7K 0.05% 355
2023
Q1 		$1.35M Sell
27,408
-1,270
-4% -$62.4K 0.06% 344
2022
Q4 		$1.39M Buy
28,678
+404
+1% +$19.3K 0.06% 321
2022
Q3 		$1.32M Buy
28,274
+1,323
+5% +$64.6K 0.07% 300
2022
Q2 		$1.3M Buy
26,951
+261
+1% +$12.8K 0.09% 275
2022
Q1 		$1.36M Buy
26,690
+301
+1% +$15.9K 0.08% 286
2021
Q4 		$1.44M Buy
26,389
+4,013
+18% +$219K 0.08% 291
2021
Q3 		$1.22M Buy
22,376
+6,324
+39% +$349K 0.07% 315
2021
Q2 		$884K Buy
16,052
+6,220
+63% +$340K 0.05% 381
2021
Q1 		$530K Buy
9,832
+5,640
+135% +$306K 0.04% 472
2020
Q4 		$227K Buy
+4,192
New +$224K 0.02% 667

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

Mutual Advisors's FCAL Position: Q2 2026 in Review

Mutual Advisors reduced its First Trust California Municipal High income ETF (FCAL) stake by 13% in Q2 2026, selling an estimated $129K and leaving 16,997 shares worth $844K. The position accounts for 0.02% of the portfolio, ranked #713.

Mutual Advisors first reported a position in FCAL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.47M in Q1 2024. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Mutual Advisors held 16,997 shares of First Trust California Municipal High income ETF worth $844K as of Q2 2026.
  • Mutual Advisors sold 2,605 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $129K.
  • First Trust California Municipal High income ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #713 holding.
  • Mutual Advisors first reported a position in First Trust California Municipal High income ETF in Q4 2020 and has held it in 23 quarters since.
  • Mutual Advisors's First Trust California Municipal High income ETF position peaked at $1.47M in Q1 2024.
  • 87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.