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

NewEdge 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 		$359K Hold
7,222
– – ﹤0.01% 2357
2026
Q1 		$353K Sell
7,222
-306,851
-98% -$15.2M ﹤0.01% 2232
2025
Q4 		$5.95M Buy
314,073
+306,942
+4,304% +$15.1M 0.02% 592
2025
Q3 		$348K Sell
7,131
-2,607
-27% -$125K ﹤0.01% 2070
2025
Q2 		$467K Buy
+9,738
New +$468K ﹤0.01% 1737

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

NewEdge Advisors's FCAL Position: Q2 2026 in Review

NewEdge Advisors held its First Trust California Municipal High income ETF (FCAL) position steady in Q2 2026 at 7,222 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

NewEdge Advisors first reported a position in FCAL in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.95M in Q4 2025. 86 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • NewEdge Advisors held 7,222 shares of First Trust California Municipal High income ETF worth $359K as of Q2 2026.
  • NewEdge Advisors 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 NewEdge Advisors's portfolio in Q2 2026, its #2357 holding.
  • NewEdge Advisors first reported a position in First Trust California Municipal High income ETF in Q2 2025 and has held it in 5 quarters since.
  • NewEdge Advisors's First Trust California Municipal High income ETF position peaked at $5.95M in Q4 2025.
  • 86 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.