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Stonebridge Financial Group, LLC/CA’s First Trust California Municipal High income ETF FCAL Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$1.87M Buy
+37,613
New +$1.86M 0.26% 76

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

Stonebridge Financial Group, LLC/CA's FCAL Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in First Trust California Municipal High income ETF (FCAL) in Q2 2026: 37,613 shares worth $1.87M. The stake represents 0.26% of the portfolio and ranks #76 among its holdings.

73 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 37,613 shares of First Trust California Municipal High income ETF worth $1.87M as of Q2 2026.
  • First Trust California Municipal High income ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • First Trust California Municipal High income ETF made up 0.26% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #76 holding.
  • 73 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.