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

Snowden 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
2023
Q3 		– Sell
-15,102
Closed -$740K – 1094
2023
Q2 		$740K Buy
15,102
+9
+0.1% +$442 0.03% 560
2023
Q1 		$743K Buy
15,093
+15
+0.1% +$737 0.03% 552
2022
Q4 		$730K Buy
15,078
+14
+0.1% +$668 0.03% 543
2022
Q3 		$705K Buy
15,064
+16
+0.1% +$781 0.03% 524
2022
Q2 		$727K Sell
15,048
-450
-3% -$22.1K 0.03% 503
2022
Q1 		$789K Buy
+15,498
New +$820K 0.03% 501

Other funds holding FCAL

MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return