LPL Financial LLC
Position in FCAL — First Trust California Municipal High income ETF
CIK 1403438
FORT MILL, SC
Position in FCAL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$51,280,535
+$5,213,249 QoQ
Shares Held
1,032,799
+9.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1
of 50 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,280,535 | 1,032,799 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $46,067,286 | 942,264 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $43,035,642 | 872,810 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $41,480,494 | 850,533 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $37,794,699 | 787,882 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $34,825,556 | 717,461 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $37,544,946 | 760,481 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $37,731,245 | 751,918 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $32,904,554 | 664,470 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $28,876,936 | 581,610 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $22,573,194 | 452,278 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,290,619 | 429,522 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $17,138,906 | 349,845 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $12,199,390 | 247,804 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,998,224 | 227,283 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $9,275,744 | 198,115 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,108,286 | 188,285 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,493,449 | 245,210 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,906,584 | 272,341 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,755,993 | 270,633 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $12,750,190 | 231,548 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,515,409 | 176,440 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,420,726 | 137,177 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,575,732 | 105,611 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,256,554 | 81,551 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,376,140 | 85,622 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||