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 Q2	$263K	Hold	5,300	–	–	﹤0.01%	2074
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Steward Partners Investment Advisory's FCAL Position: Q2 2026 in Review

Steward Partners Investment Advisory held its First Trust California Municipal High income ETF (FCAL) position steady in Q2 2026 at 5,300 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Steward Partners Investment Advisory first reported a position in FCAL in Q3 2024 and has held it in 8 quarters since. The position peaked at $265K in Q4 2024. 86 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

Steward Partners Investment Advisory held 5,300 shares of First Trust California Municipal High income ETF worth $263K as of Q2 2026.
Steward Partners Investment Advisory left its First Trust California Municipal High income ETF share count unchanged in Q2 2026.
First Trust California Municipal High income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2074 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 8 quarters since.
Steward Partners Investment Advisory's First Trust California Municipal High income ETF position peaked at $265K in Q4 2024.
86 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.