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Steward Partners Investment Advisory’s First Trust California Municipal High income ETF FCAL Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$259K Buy
5,300
+200
+4% +$9.91K ﹤0.01% 1887
2025
Q4 		$251K Hold
5,100
– – ﹤0.01% 1804
2025
Q3 		$249K Hold
5,100
– – ﹤0.01% 1753
2025
Q2 		$245K Sell
5,100
-268
-5% -$12.9K ﹤0.01% 1657
2025
Q1 		$261K Hold
5,368
– – ﹤0.01% 1519
2024
Q4 		$265K Buy
5,368
+268
+5% +$13.4K ﹤0.01% 1472
2024
Q3 		$256K Buy
+5,100
New +$255K ﹤0.01% 1402

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 $1.66T AUM 25.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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 $12.9B AUM 27.3% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Steward Partners Investment Advisory's FCAL Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its First Trust California Municipal High income ETF (FCAL) stake by 3.9% in Q1 2026, buying an estimated $9.91K and bringing the position to 5,300 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Steward Partners Investment Advisory first reported a position in FCAL in Q3 2024 and has held it in 7 quarters since. The position peaked at $265K in Q4 2024. 77 funds tracked by Wall St. Rank hold FCAL as of Q1 2026.

  • Steward Partners Investment Advisory held 5,300 shares of First Trust California Municipal High income ETF worth $259K as of Q1 2026.
  • Steward Partners Investment Advisory bought 200 First Trust California Municipal High income ETF shares in Q1 2026, an estimated $9.91K.
  • First Trust California Municipal High income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1887 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust California Municipal High income ETF in Q3 2024 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's First Trust California Municipal High income ETF position peaked at $265K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.