Guild Investment Management, Inc.
Position in FCAL — First Trust California Municipal High income ETF
CIK 1317802
WESTLAKE VILLAGE, CA
Position in FCAL
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$537,790
-$4,587 QoQ
Shares Held
11,000
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FCAL Over Time
Shares Held
Position Value (USD)
All Filings in FCAL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $537,790 | 11,000 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $542,377 | 11,000 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $390,160 | 8,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $287,820 | 6,000 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $291,240 | 6,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $296,220 | 6,000 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||