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

Keystone 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
2022
Q1 		– Sell
-3,825
Closed -$209K – 183
2021
Q4 		$209K Buy
+3,825
New +$209K 0.08% 161

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AF
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MMA
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TW
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Jane Street
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KCM
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Royal Bank of Canada
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Susquehanna International Group
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RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return