Cypress Wealth Services’s First Trust California Municipal High income ETF FCAL Stock Holding History

Cypress Wealth Services’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	$222K	Buy	4,467 +39	+0.9%	+$1.93K	0.03%	396
2026 Q1	$217K	Buy	4,428 +37	+0.8%	+$1.83K	0.03%	365
2025 Q4	$217K	Buy	4,391 +36	+0.8%	+$1.77K	0.03%	365
2025 Q3	$212K	Buy	4,355 +36	+0.8%	+$1.73K	0.03%	321
2025 Q2	$207K	Buy	4,319 +36	+0.8%	+$1.73K	0.04%	299
2025 Q1	$208K	Buy	4,283 +33	+0.8%	+$1.63K	0.04%	270
2024 Q4	$210K	Hold	4,250	–	–	0.04%	262
2024 Q3	$213K	Hold	4,250	–	–	0.04%	255
2024 Q2	$210K	Hold	4,250	–	–	0.05%	238
2024 Q1	$211K	Hold	4,250	–	–	0.05%	241
2023 Q4	$212K	Buy	+4,250	New	+$204K	0.05%	228

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

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

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