Steward Partners Investment Advisory, LLC
Position in FCAL — First Trust California Municipal High Income ETF
CIK 1723397
STAMFORD, CT
All Filings in FCAL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,155 | 5,300 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $259,117 | 5,300 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $251,465 | 5,100 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $248,727 | 5,100 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $244,647 | 5,100 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $260,562 | 5,368 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $265,018 | 5,368 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $255,918 | 5,100 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||