Steward Partners Investment Advisory, LLC
Position in FCAL — First Trust California Municipal High income ETF
CIK 1723397
STAMFORD, CT
Position in FCAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$263,155
+$4,038 QoQ
Shares Held
5,300
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 31 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FCAL Over Time
Shares Held
Position Value (USD)
All Filings in FCAL
Export CSV
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. | ||||||