CHANNEL WEALTH LLC
Position in FCAL — First Trust California Municipal High income ETF
CIK 1975550
SANTA BARBARA, CA
Position in FCAL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,233,595
+$224,999 QoQ
Shares Held
44,985
+9.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#9
of 50 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,233,595 | 44,985 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,008,596 | 41,084 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,701,535 | 34,509 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,078,597 | 22,116 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,525,829 | 31,808 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,441,492 | 29,697 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,891,858 | 38,320 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,864,839 | 37,163 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $782,515 | 15,802 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $459,063 | 9,246 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||