Cascade Financial Partners, LLC
Position in FCAL — First Trust California Municipal High income ETF
CIK 2021208
SAN DIEGO, CA
Position in FCAL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$898,850
New position
Shares Held
18,103
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#17
of 50 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in FCAL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $898,850 | 18,103 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||