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

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return