ENVESTNET ASSET MANAGEMENT INC
Position in FCAL — First Trust California Municipal High income ETF
CIK 1407543
Berwyn, PA
Position in FCAL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$263,957
+$25,953 QoQ
Shares Held
5,399
+11.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $263,957 | 5,399 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $238,004 | 4,827 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $301,252 | 6,177 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $258,366 | 5,386 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $252,699 | 5,206 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $291,974 | 5,914 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $921,154 | 18,357 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,038,781 | 20,977 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $998,709 | 20,115 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $995,504 | 19,946 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $830,148 | 17,573 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,037,657 | 21,181 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||