PAG
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Private Advisor Group’s First Trust California Municipal High income ETF FCAL Stock Holding History

Private Advisor Group’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
2025
Q3 		– Sell
-5,072
Closed -$243K – 2605
2025
Q2 		$243K Sell
5,072
-67
-1% -$3.22K ﹤0.01% 2103
2025
Q1 		$249K Buy
5,139
+33
+0.6% +$1.63K ﹤0.01% 1980
2024
Q4 		$252K Buy
5,106
+929
+22% +$46.3K ﹤0.01% 1963
2024
Q3 		$210K Buy
4,177
+23
+0.6% +$1.15K ﹤0.01% 2185
2024
Q2 		$206K Buy
4,154
+24
+0.6% +$1.18K ﹤0.01% 2133
2024
Q1 		$205K Buy
4,130
+30
+0.7% +$1.49K ﹤0.01% 2099
2023
Q4 		$205K Buy
+4,100
New +$197K ﹤0.01% 2035

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 $7.29B AUM 16.22% 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 $653M AUM 28.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return