Kingswood Wealth Advisors’s First Trust California Municipal High income ETF FCAL Stock Holding History

Kingswood Wealth Advisors’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	$641K	Buy	12,918 +8,495	+192%	+$419K	0.03%	532
2026 Q1	$216K	Sell	4,423 -1,116	-20%	-$55.3K	0.01%	854
2025 Q4	$273K	Buy	5,539 +350	+7%	+$17.2K	0.01%	711
2025 Q3	$253K	Sell	5,189 -2,033	-28%	-$97.6K	0.02%	687
2025 Q2	$346K	Hold	7,222	–	–	0.03%	522
2025 Q1	$351K	Hold	7,222	–	–	0.03%	489
2024 Q4	$357K	Buy	+7,222	New	+$360K	0.03%	550

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

Kingswood Wealth Advisors's FCAL Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its First Trust California Municipal High income ETF (FCAL) stake by 192% in Q2 2026, buying an estimated $419K and bringing the position to 12,918 shares worth $641K. The position accounts for 0.03% of the portfolio, ranked #532.

Kingswood Wealth Advisors 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.

Kingswood Wealth Advisors held 12,918 shares of First Trust California Municipal High income ETF worth $641K as of Q2 2026.
Kingswood Wealth Advisors bought 8,495 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $419K.
First Trust California Municipal High income ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #532 holding.
Kingswood Wealth Advisors 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 Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.