Cerity Partners LLC
Position in FCAL — First Trust California Municipal High income ETF
CIK 1566475
NEW YORK, NY
Position in FCAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,706,787
-$66,893 QoQ
Shares Held
34,375
-5.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 31 holders
Holding Since
Mar 2026
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,706,787 | 34,375 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,773,680 | 36,279 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||