Global Retirement Partners, LLC
PensionPosition in FCAL — First Trust California Municipal High income ETF
CIK 1749744
San Rafael, CA
Position in FCAL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$46,077
+$1,060 QoQ
Shares Held
928
+1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 50 holders
Holding Since
Mar 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 | $46,077 | 928 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $45,017 | 913 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $44,136 | 905 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $43,077 | 898 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $43,593 | 883 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $43,957 | 876 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $43,082 | 870 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $42,897 | 864 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $44,719 | 896 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $42,043 | 890 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $43,307 | 884 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $43,322 | 880 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $42,244 | 873 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,825 | 39 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,886 | 39 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,987 | 39 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||