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Laurel Wealth Advisors (California)’s First Trust California Municipal High income ETF FCAL Stock Holding History

Laurel Wealth Advisors (California)’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
2019
Q3 		– Sell
-11,000
Closed -$577K – 445
2019
Q2 		$577K Buy
+11,000
New +$570K 0.13% 179

Other funds holding FCAL

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TW
Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return
SWAG
Spectrum Wealth Advisory Group Granite Bay, California $351M AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FCAL Position: Q3 2019 in Review

Laurel Wealth Advisors (California) sold out of First Trust California Municipal High income ETF (FCAL) in Q3 2019, closing a stake of 11,000 shares — an estimated $577K sold.

Laurel Wealth Advisors (California) first reported a position in FCAL in Q2 2019 and held it in 1 quarter. The position peaked at $577K in Q2 2019. 19 funds tracked by Wall St. Rank hold FCAL as of Q3 2019.

  • Laurel Wealth Advisors (California) reported no remaining First Trust California Municipal High income ETF position as of Q3 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 11,000 First Trust California Municipal High income ETF shares in Q3 2019, an estimated $577K.
  • Laurel Wealth Advisors (California) first reported a position in First Trust California Municipal High income ETF in Q2 2019 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s First Trust California Municipal High income ETF position peaked at $577K in Q2 2019.
  • 19 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q3 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2019, filed 13 Nov 2019.