ODFS
FCAL icon

O'Donnell Financial Services’s First Trust California Municipal High income ETF FCAL Stock Holding History

O'Donnell Financial Services’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 		$203K Buy
+4,097
New +$202K 0.06% 74

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

O'Donnell Financial Services's FCAL Position: Q2 2026 in Review

O'Donnell Financial Services opened a new position in First Trust California Municipal High income ETF (FCAL) in Q2 2026: 4,097 shares worth $203K. The stake represents 0.06% of the portfolio and ranks #74 among its holdings.

87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • O'Donnell Financial Services held 4,097 shares of First Trust California Municipal High income ETF worth $203K as of Q2 2026.
  • First Trust California Municipal High income ETF was a new O'Donnell Financial Services position in Q2 2026.
  • First Trust California Municipal High income ETF made up 0.06% of O'Donnell Financial Services's portfolio in Q2 2026, its #74 holding.
  • 87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.