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Running Point Capital Advisors’s First Trust California Municipal High income ETF FCAL Stock Holding History

Running Point Capital 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
2025
Q4 		$1.96M Buy
39,693
+3,406
+9% +$168K 0.53% 42
2025
Q3 		$1.77M Buy
36,287
+872
+2% +$41.9K 0.47% 41
2025
Q2 		$1.7M Sell
35,415
-3,037
-8% -$146K 0.47% 41
2025
Q1 		$1.87M Buy
38,452
+1,844
+5% +$90.9K 0.59% 40
2024
Q4 		$1.81M Buy
36,608
+5,260
+17% +$262K 0.62% 34
2024
Q3 		$1.57M Buy
31,348
+255
+0.8% +$12.7K 0.61% 37
2024
Q2 		$1.54M Buy
31,093
+142
+0.5% +$7.01K 0.64% 38
2024
Q1 		$1.54M Hold
30,951
– – 0.69% 38
2023
Q4 		$1.54M Buy
30,951
+7,712
+33% +$371K 0.75% 36
2023
Q3 		$1.1M Hold
23,239
– – 0.64% 31
2023
Q2 		$1.14M Buy
23,239
+144
+0.6% +$7.07K 0.64% 30
2023
Q1 		$1.14M Hold
23,095
– – 0.69% 29
2022
Q4 		$1.12M Sell
23,095
-5,885
-20% -$281K 0.69% 29
2022
Q3 		$1.36M Sell
28,980
-9,920
-26% -$484K 0.9% 26
2022
Q2 		$1.88M Buy
38,900
+4,879
+14% +$239K 1.21% 19
2022
Q1 		$1.73M Buy
34,021
+15,906
+88% +$841K 1.01% 19
2021
Q4 		$992K Buy
18,115
+4,069
+29% +$222K 0.59% 28
2021
Q3 		$766K Buy
14,046
+293
+2% +$16.2K 0.34% 50
2021
Q2 		$757K Buy
13,753
+1,954
+17% +$107K 0.34% 49
2021
Q1 		$636K Buy
11,799
+6,434
+120% +$349K 0.35% 47
2020
Q4 		$290K Buy
+5,365
New +$286K 0.17% 60

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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Running Point Capital Advisors's FCAL Position: Q4 2025 in Review

Running Point Capital Advisors increased its First Trust California Municipal High income ETF (FCAL) stake by 9.4% in Q4 2025, buying an estimated $168K and bringing the position to 39,693 shares worth $1.96M. The position accounts for 0.53% of the portfolio, ranked #42.

Running Point Capital Advisors first reported a position in FCAL in Q4 2020 and has held it in 21 quarters since. 78 funds tracked by Wall St. Rank hold FCAL as of Q4 2025.

  • Running Point Capital Advisors held 39,693 shares of First Trust California Municipal High income ETF worth $1.96M as of Q4 2025.
  • Running Point Capital Advisors bought 3,406 First Trust California Municipal High income ETF shares in Q4 2025, an estimated $168K.
  • First Trust California Municipal High income ETF made up 0.53% of Running Point Capital Advisors's portfolio in Q4 2025, its #42 holding.
  • Running Point Capital Advisors first reported a position in First Trust California Municipal High income ETF in Q4 2020 and has held it in 21 quarters since.
  • 78 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.