Perennial Investment Advisors, LLC
Position in FCAL — First Trust California Municipal High income ETF
CIK 1801523
Los Angeles, CA
Position in FCAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$575,119
+$116,091 QoQ
Shares Held
11,583
+23.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#15
of 31 holders
Holding Since
Sep 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,119 | 11,583 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $459,028 | 9,389 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $370,344 | 7,511 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $364,994 | 7,484 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $428,276 | 8,928 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $329,683 | 6,792 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $335,074 | 6,787 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $342,779 | 6,831 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $323,167 | 6,526 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $311,603 | 6,276 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $345,477 | 6,922 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $668,398 | 14,149 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $675,866 | 13,796 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $502,785 | 10,213 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $423,412 | 8,750 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $278,579 | 5,950 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||