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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

Other funds holding FCAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
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

Keystone Wealth Services's FCAL Position: Q1 2022 in Review

Keystone Wealth Services sold out of First Trust California Municipal High income ETF (FCAL) in Q1 2022, closing a stake of 3,825 shares — an estimated $209K sold.

Keystone Wealth Services first reported a position in FCAL in Q4 2021 and held it in 1 quarter. The position peaked at $209K in Q4 2021. 36 funds tracked by Wall St. Rank hold FCAL as of Q1 2022.

  • Keystone Wealth Services reported no remaining First Trust California Municipal High income ETF position as of Q1 2022 after selling out during the quarter.
  • Keystone Wealth Services sold 3,825 First Trust California Municipal High income ETF shares in Q1 2022, an estimated $209K.
  • Keystone Wealth Services first reported a position in First Trust California Municipal High income ETF in Q4 2021 and held it in 1 quarter.
  • Keystone Wealth Services's First Trust California Municipal High income ETF position peaked at $209K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q1 2022.

Based on Keystone Wealth Services's 13F filing for Q1 2022, filed 21 Apr 2022.