Golden State Wealth Management’s First Trust California Municipal High income ETF FCAL Stock Holding History

Golden State Wealth Management’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	$1.59M	Buy	32,001 +13,726	+75%	+$678K	0.14%	142
2026 Q1	$893K	Sell	18,275 -1,266	-6%	-$62.7K	0.1%	171
2025 Q4	$964K	Buy	19,541 +2,373	+14%	+$117K	0.1%	162
2025 Q3	$837K	Buy	17,168 +9,980	+139%	+$479K	0.09%	171
2025 Q2	$345K	Buy	7,188 +1,399	+24%	+$67.2K	0.04%	289
2025 Q1	$281K	Buy	5,789 +1,481	+34%	+$73K	0.04%	298
2024 Q4	$213K	Buy	+4,308	New	+$215K	0.03%	312

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

Golden State Wealth Management's FCAL Position: Q2 2026 in Review

Golden State Wealth Management increased its First Trust California Municipal High income ETF (FCAL) stake by 75% in Q2 2026, buying an estimated $678K and bringing the position to 32,001 shares worth $1.59M. The position accounts for 0.14% of the portfolio, ranked #142.

Golden State Wealth Management first reported a position in FCAL in Q4 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

Golden State Wealth Management held 32,001 shares of First Trust California Municipal High income ETF worth $1.59M as of Q2 2026.
Golden State Wealth Management bought 13,726 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $678K.
First Trust California Municipal High income ETF made up 0.14% of Golden State Wealth Management's portfolio in Q2 2026, its #142 holding.
Golden State Wealth Management first reported a position in First Trust California Municipal High income ETF in Q4 2024 and has held it in 7 quarters since.
87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.