Raymond James Financial
FCAL icon

Raymond James Financial’s First Trust California Municipal High income ETF FCAL Stock Holding History

Raymond James Financial’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 		$638K Buy
12,845
+113
+0.9% +$5.58K ﹤0.01% 4335
2026
Q1 		$622K Buy
12,732
+830
+7% +$41.1K ﹤0.01% 4200
2025
Q4 		$587K Buy
11,902
+780
+7% +$38.4K ﹤0.01% 4153
2025
Q3 		$542K Sell
11,122
-753
-6% -$36.2K ﹤0.01% 4074
2025
Q2 		$570K Buy
+11,875
New +$570K ﹤0.01% 3935

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

Raymond James Financial's FCAL Position: Q2 2026 in Review

Raymond James Financial increased its First Trust California Municipal High income ETF (FCAL) stake by 0.89% in Q2 2026, buying an estimated $5.58K and bringing the position to 12,845 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #4335.

Raymond James Financial first reported a position in FCAL in Q2 2025 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Raymond James Financial held 12,845 shares of First Trust California Municipal High income ETF worth $638K as of Q2 2026.
  • Raymond James Financial bought 113 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $5.58K.
  • First Trust California Municipal High income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4335 holding.
  • Raymond James Financial first reported a position in First Trust California Municipal High income ETF in Q2 2025 and has held it in 5 quarters since.
  • 87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.