EP Wealth Advisors’s First Trust California Municipal High income ETF FCAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Hold |
6,165
| – | – | ﹤0.01% | 1027 |
|
|
2025
Q1 | $299K | Hold |
6,165
| – | – | ﹤0.01% | 911 |
|
|
2024
Q4 | $304K | Hold |
6,165
| – | – | ﹤0.01% | 867 |
|
|
2024
Q3 | $309K | Hold |
6,165
| – | – | ﹤0.01% | 846 |
|
|
2024
Q2 | $305K | Hold |
6,165
| – | – | ﹤0.01% | 648 |
|
|
2024
Q1 | $306K | Hold |
6,165
| – | – | ﹤0.01% | 621 |
|
|
2023
Q4 | $308K | Buy |
+6,165
| New | +$308K | ﹤0.01% | 610 |
|