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

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

Cypress Wealth Services's FCAL Position: Q2 2026 in Review

Cypress Wealth Services increased its First Trust California Municipal High income ETF (FCAL) stake by 0.88% in Q2 2026, buying an estimated $1.93K and bringing the position to 4,467 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #396.

Cypress Wealth Services first reported a position in FCAL in Q4 2023 and has held it in 11 quarters since. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

Cypress Wealth Services held 4,467 shares of First Trust California Municipal High income ETF worth $222K as of Q2 2026.
Cypress Wealth Services bought 39 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $1.93K.
First Trust California Municipal High income ETF made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #396 holding.
Cypress Wealth Services first reported a position in First Trust California Municipal High income ETF in Q4 2023 and has held it in 11 quarters since.
87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.