HBW Advisory Services’s First Trust California Municipal High income ETF FCAL Stock Holding History

HBW Advisory 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
2022 Q2	–	Sell	-4,100	Closed	-$209K	–	229
2022 Q1	$209K	Hold	4,100	–	–	0.07%	207
2021 Q4	$224K	Hold	4,100	–	–	0.05%	237
2021 Q3	$224K	Hold	4,100	–	–	0.06%	227
2021 Q2	$226K	Hold	4,100	–	–	0.06%	221
2021 Q1	$221K	Hold	4,100	–	–	0.06%	222
2020 Q4	$222K	Hold	4,100	–	–	0.07%	199
2020 Q3	$216K	Hold	4,100	–	–	0.09%	176
2020 Q2	$214K	Buy	+4,100	New	+$208K	0.1%	168

Other funds holding FCAL

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $288M AUM 24.14% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return