Team Financial Group’s First Trust California Municipal High income ETF FCAL Stock Holding History

Team Financial Group’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	–	Sell	-35	Closed	-$1.71K	–	121
2026 Q1	$1.71K	Hold	35	–	–	﹤0.01%	256
2025 Q4	$1.73K	Hold	35	–	–	﹤0.01%	246
2025 Q3	$1.71K	Hold	35	–	–	﹤0.01%	240
2025 Q2	$1.68K	Buy	+35	New	+$1.68K	﹤0.01%	235
2024 Q1	–	Sell	-35	Closed	-$1.75K	–	79
2023 Q4	$1.75K	Sell	35 -926	-96%	-$44.5K	﹤0.01%	185
2023 Q3	$45.4K	Buy	+961	New	+$46.6K	0.04%	66

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 $729M AUM 24.39% 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

Team Financial Group's FCAL Position: Q2 2026 in Review

Team Financial Group sold out of First Trust California Municipal High income ETF (FCAL) in Q2 2026, closing a stake of 35 shares — an estimated $1.71K sold.

Team Financial Group first reported a position in FCAL in Q3 2023 and held it in 6 quarters. The position peaked at $45.4K in Q3 2023. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

Team Financial Group reported no remaining First Trust California Municipal High income ETF position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 35 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $1.71K.
Team Financial Group first reported a position in First Trust California Municipal High income ETF in Q3 2023 and held it in 6 quarters.
Team Financial Group's First Trust California Municipal High income ETF position peaked at $45.4K in Q3 2023.
87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.