Compound Planning, Inc.
Position in FCAL — First Trust California Municipal High income ETF
CIK 1978879
NEW YORK, NY
Position in FCAL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,739,955
-$395,511 QoQ
Shares Held
35,043
-19.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#13
of 50 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,739,955 | 35,043 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,135,466 | 43,679 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,068,576 | 41,953 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $2,197,820 | 45,065 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,333,836 | 48,652 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,021,496 | 41,646 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,740,983 | 35,264 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||