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TriaGen Wealth Management’s First Trust California Municipal High income ETF FCAL Stock Holding History

TriaGen Wealth Management’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
Q3 		$214K Hold
4,639
– – 0.05% 180
2026
Q2 		$230K Sell
4,639
-620
-12% -$30.6K 0.06% 173
2026
Q1 		$257K Sell
5,259
-264
-5% -$13.1K 0.07% 158
2025
Q4 		$272K Sell
5,523
-213
-4% -$10.5K 0.07% 154
2025
Q3 		$280K Sell
5,736
-886
-13% -$42.5K 0.07% 160
2025
Q2 		$318K Sell
6,622
-3,261
-33% -$157K 0.1% 145
2025
Q1 		$480K Sell
9,883
-1,044
-10% -$51.5K 0.17% 111
2024
Q4 		$539K Sell
10,927
-1,057
-9% -$52.7K 0.18% 101
2024
Q3 		$601K Sell
11,984
-140
-1% -$6.99K 0.2% 98
2024
Q2 		$600K Sell
12,124
-168
-1% -$8.29K 0.23% 91
2024
Q1 		$610K Sell
12,292
-78
-0.6% -$3.88K 0.25% 85
2023
Q4 		$617K Buy
12,370
+437
+4% +$21K 0.29% 77
2023
Q3 		$564K Buy
11,933
+259
+2% +$12.6K 0.29% 81
2023
Q2 		$572K Sell
11,674
-43
-0.4% -$2.11K 0.26% 90
2023
Q1 		$577K Sell
11,717
-44
-0.4% -$2.16K 0.29% 87
2022
Q4 		$569K Buy
11,761
+2,096
+22% +$100K 0.32% 84
2022
Q3 		$453K Buy
+9,665
New +$472K 0.25% 94

Other funds holding FCAL

IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $284M AUM 15.44% 1-Year Est. Return
AF
ASL Financial Los Gatos, California $146M AUM 15.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TriaGen Wealth Management's FCAL Position: Q3 2026 in Review

TriaGen Wealth Management held its First Trust California Municipal High income ETF (FCAL) position steady in Q3 2026 at 4,639 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #180.

TriaGen Wealth Management first reported a position in FCAL in Q3 2022 and has held it in 17 quarters since. The position peaked at $617K in Q4 2023. 11 funds tracked by Wall St. Rank hold FCAL as of Q3 2026.

  • TriaGen Wealth Management held 4,639 shares of First Trust California Municipal High income ETF worth $214K as of Q3 2026.
  • TriaGen Wealth Management left its First Trust California Municipal High income ETF share count unchanged in Q3 2026.
  • First Trust California Municipal High income ETF made up 0.05% of TriaGen Wealth Management's portfolio in Q3 2026, its #180 holding.
  • TriaGen Wealth Management first reported a position in First Trust California Municipal High income ETF in Q3 2022 and has held it in 17 quarters since.
  • TriaGen Wealth Management's First Trust California Municipal High income ETF position peaked at $617K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.