ASSETMARK, INC
Position in FCAL — First Trust California Municipal High income ETF
CIK 1344551
CONCORD, CA
Position in FCAL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$13,102
-$6,670 QoQ
Shares Held
268
-33.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,102 | 268 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $19,772 | 401 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||