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

UBS 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 		$2.24M Buy
45,083
+2,434
+6% +$120K ﹤0.01% 5022
2026
Q1 		$2.09M Sell
42,649
-603
-1% -$29.9K ﹤0.01% 4937
2025
Q4 		$2.13M Buy
43,252
+3,344
+8% +$165K ﹤0.01% 4926
2025
Q3 		$1.95M Sell
39,908
-4,555
-10% -$219K ﹤0.01% 4975
2025
Q2 		$2.13M Buy
44,463
+2,731
+7% +$131K ﹤0.01% 4754
2025
Q1 		$2.03M Buy
41,732
+2,365
+6% +$117K ﹤0.01% 4695
2024
Q4 		$1.94M Buy
39,367
+3,043
+8% +$152K ﹤0.01% 4744
2024
Q3 		$1.82M Buy
36,324
+2,736
+8% +$137K ﹤0.01% 4088
2024
Q2 		$1.66M Buy
33,588
+1,709
+5% +$84.3K ﹤0.01% 3958
2024
Q1 		$1.58M Buy
31,879
+529
+2% +$26.3K ﹤0.01% 4170
2023
Q4 		$1.56M Buy
31,350
+9,601
+44% +$462K ﹤0.01% 4068
2023
Q3 		$1.03M Buy
21,749
+148
+0.7% +$7.18K ﹤0.01% 4047
2023
Q2 		$1.06M Buy
21,601
+14,260
+194% +$700K ﹤0.01% 4189
2023
Q1 		$361K Buy
7,341
+2,780
+61% +$136K ﹤0.01% 4944
2022
Q4 		$221K Sell
4,561
-4,967
-52% -$237K ﹤0.01% 5372
2022
Q3 		$447K Buy
9,528
+8,711
+1,066% +$425K ﹤0.01% 4436
2022
Q2 		$40K Buy
+817
New +$40.1K ﹤0.01% 6093
2022
Q1 		– Sell
-729
Closed -$40K – 10427
2021
Q4 		$40K Buy
729
+511
+234% +$27.9K ﹤0.01% 7118
2021
Q3 		$12K Buy
+218
New +$12K ﹤0.01% 7751
2020
Q4 		– Sell
-139
Closed -$7K – 8492
2020
Q3 		$7K Sell
139
-421
-75% -$22.3K ﹤0.01% 7107
2020
Q2 		$29K Buy
560
+187
+50% +$9.51K ﹤0.01% 6296
2020
Q1 		$19K Buy
+373
New +$19.9K ﹤0.01% 6526
2019
Q4 		– Sell
-81
Closed -$4K – 8188
2019
Q3 		$4K Buy
+81
New +$4.3K ﹤0.01% 7546
2018
Q4 		– Sell
-1,205
Closed -$60K – 8104
2018
Q3 		$60K Hold
1,205
– – ﹤0.01% 6024
2018
Q2 		$60K Buy
+1,205
New +$60.5K ﹤0.01% 5841

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
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

UBS Group's FCAL Position: Q2 2026 in Review

UBS Group increased its First Trust California Municipal High income ETF (FCAL) stake by 5.7% in Q2 2026, buying an estimated $120K and bringing the position to 45,083 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #5022.

UBS Group first reported a position in FCAL in Q2 2018 and has held it in 25 quarters since. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • UBS Group held 45,083 shares of First Trust California Municipal High income ETF worth $2.24M as of Q2 2026.
  • UBS Group bought 2,434 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $120K.
  • First Trust California Municipal High income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5022 holding.
  • UBS Group first reported a position in First Trust California Municipal High income ETF in Q2 2018 and has held it in 25 quarters since.
  • 87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.