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

New Insight 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	$988K	Sell	19,897 -1,275	-6%	-$63K	0.29%	58
2026 Q1	$1.04M	Buy	21,172 +3,010	+17%	+$149K	0.37%	54
2025 Q4	$896K	Buy	18,162 +5,090	+39%	+$251K	0.32%	54
2025 Q3	$638K	Sell	13,072 -2,090	-14%	-$100K	0.24%	63
2025 Q2	$727K	Sell	15,162 -15,040	-50%	-$722K	0.3%	51
2025 Q1	$1.47M	Buy	30,202 +3,100	+11%	+$153K	0.67%	32
2024 Q4	$1.34M	Buy	27,102 +1,727	+7%	+$86.1K	0.67%	29
2024 Q3	$1.27M	Buy	25,375 +2,142	+9%	+$107K	0.67%	31
2024 Q2	$1.15M	Buy	23,233 +3,610	+18%	+$178K	0.68%	31
2024 Q1	$974K	Buy	19,623 +7,528	+62%	+$374K	0.61%	33
2023 Q4	$604K	Buy	+12,095	New	+$582K	0.41%	39

Other funds holding FCAL

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

WSWA

Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

New Insight Wealth Advisors's FCAL Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its First Trust California Municipal High income ETF (FCAL) stake by 6% in Q2 2026, selling an estimated $63K and leaving 19,897 shares worth $988K. The position accounts for 0.29% of the portfolio, ranked #58.

New Insight Wealth Advisors first reported a position in FCAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q1 2025. 33 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

New Insight Wealth Advisors held 19,897 shares of First Trust California Municipal High income ETF worth $988K as of Q2 2026.
New Insight Wealth Advisors sold 1,275 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $63K.
First Trust California Municipal High income ETF made up 0.29% of New Insight Wealth Advisors's portfolio in Q2 2026, its #58 holding.
New Insight Wealth Advisors first reported a position in First Trust California Municipal High income ETF in Q4 2023 and has held it in 11 quarters since.
New Insight Wealth Advisors's First Trust California Municipal High income ETF position peaked at $1.47M in Q1 2025.
33 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.