Orion Portfolio Solutions
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Orion Portfolio Solutions’s First Trust California Municipal High income ETF FCAL Stock Holding History

Orion Portfolio Solutions’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
2022
Q3 		– Sell
-7,828
Closed -$379K – 729
2022
Q2 		$379K Buy
+7,828
New +$384K 0.02% 475

Other funds holding FCAL

Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Towerpoint Wealth
Towerpoint Wealth Sacramento, California $284M AUM 15.44% 1-Year Est. Return
Citizens Business Bank
Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Running Point Capital Advisors
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Orion Portfolio Solutions's FCAL Position: Q3 2022 in Review

Orion Portfolio Solutions sold out of First Trust California Municipal High income ETF (FCAL) in Q3 2022, closing a stake of 7,828 shares — an estimated $379K sold.

Orion Portfolio Solutions first reported a position in FCAL in Q2 2022 and held it in 1 quarter. The position peaked at $379K in Q2 2022. 37 funds tracked by Wall St. Rank hold FCAL as of Q3 2022.

  • Orion Portfolio Solutions reported no remaining First Trust California Municipal High income ETF position as of Q3 2022 after selling out during the quarter.
  • Orion Portfolio Solutions sold 7,828 First Trust California Municipal High income ETF shares in Q3 2022, an estimated $379K.
  • Orion Portfolio Solutions first reported a position in First Trust California Municipal High income ETF in Q2 2022 and held it in 1 quarter.
  • Orion Portfolio Solutions's First Trust California Municipal High income ETF position peaked at $379K in Q2 2022.
  • 37 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q3 2022.

Based on Orion Portfolio Solutions's 13F filing for Q3 2022, filed 9 Nov 2022.