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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
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 $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 $8.53B AUM 21.43% 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 $761M AUM 39.85% 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 $729M AUM 24.39% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

NewEdge Advisors's FCAL Position: Q1 2026 in Review

NewEdge Advisors reduced its First Trust California Municipal High income ETF (FCAL) stake by 98% in Q1 2026, selling an estimated $15.2M and leaving 7,222 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

NewEdge Advisors first reported a position in FCAL in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.95M in Q4 2025. 77 funds tracked by Wall St. Rank hold FCAL as of Q1 2026.

  • NewEdge Advisors held 7,222 shares of First Trust California Municipal High income ETF worth $353K as of Q1 2026.
  • NewEdge Advisors sold 306,851 First Trust California Municipal High income ETF shares in Q1 2026, an estimated $15.2M.
  • First Trust California Municipal High income ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2232 holding.
  • NewEdge Advisors first reported a position in First Trust California Municipal High income ETF in Q2 2025 and has held it in 4 quarters since.
  • NewEdge Advisors's First Trust California Municipal High income ETF position peaked at $5.95M in Q4 2025.
  • 77 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.