Blue Zone Wealth Advisors’s First Trust California Municipal High income ETF FCAL Stock Holding History

Blue Zone Wealth Advisors’s Portfolio FCAL Stock Details FCAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$335K	Sell	6,750 -1,250	-16%	-$61.7K	0.06%	100
2026 Q1	$391K	Sell	8,000 -3,000	-27%	-$149K	0.08%	90
2025 Q4	$542K	Sell	11,000 -3,000	-21%	-$148K	0.1%	92
2025 Q3	$683K	Sell	14,000 -9,786	-41%	-$470K	0.14%	76
2025 Q2	$1.14M	Buy	23,786 +8,999	+61%	+$432K	0.29%	60
2025 Q1	$718K	Hold	14,787	–	–	0.2%	67
2024 Q4	$730K	Hold	14,787	–	–	0.21%	67
2024 Q3	$742K	Buy	+14,787	New	+$738K	0.23%	64

Other funds holding FCAL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CBB

Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Blue Zone Wealth Advisors's FCAL Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its First Trust California Municipal High income ETF (FCAL) stake by 16% in Q2 2026, selling an estimated $61.7K and leaving 6,750 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #100.

Blue Zone Wealth Advisors first reported a position in FCAL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q2 2025. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

Blue Zone Wealth Advisors held 6,750 shares of First Trust California Municipal High income ETF worth $335K as of Q2 2026.
Blue Zone Wealth Advisors sold 1,250 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $61.7K.
First Trust California Municipal High income ETF made up 0.06% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #100 holding.
Blue Zone Wealth Advisors first reported a position in First Trust California Municipal High income ETF in Q3 2024 and has held it in 8 quarters since.
Blue Zone Wealth Advisors's First Trust California Municipal High income ETF position peaked at $1.14M in Q2 2025.
87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.