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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TriaGen Wealth Management's FCAL Position: Q2 2026 in Review

TriaGen Wealth Management reduced its First Trust California Municipal High income ETF (FCAL) stake by 12% in Q2 2026, selling an estimated $30.6K and leaving 4,639 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #173.

TriaGen Wealth Management first reported a position in FCAL in Q3 2022 and has held it in 16 quarters since. The position peaked at $617K in Q4 2023. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • TriaGen Wealth Management held 4,639 shares of First Trust California Municipal High income ETF worth $230K as of Q2 2026.
  • TriaGen Wealth Management sold 620 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $30.6K.
  • First Trust California Municipal High income ETF made up 0.06% of TriaGen Wealth Management's portfolio in Q2 2026, its #173 holding.
  • TriaGen Wealth Management first reported a position in First Trust California Municipal High income ETF in Q3 2022 and has held it in 16 quarters since.
  • TriaGen Wealth Management's First Trust California Municipal High income ETF position peaked at $617K in Q4 2023.
  • 87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.