NIWA
New Insight Wealth Advisors’s First Trust California Municipal High income ETF FCAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Sell |
15,162
-15,040
| -50% | -$721K | 0.3% | 51 |
|
|
2025
Q1 | $1.47M | Buy |
30,202
+3,100
| +11% | +$150K | 0.67% | 32 |
|
|
2024
Q4 | $1.34M | Buy |
27,102
+1,727
| +7% | +$85.3K | 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% | +$179K | 0.68% | 31 |
|
|
2024
Q1 | $974K | Buy |
19,623
+7,528
| +62% | +$374K | 0.61% | 33 |
|
|
2023
Q4 | $604K | Buy |
+12,095
| New | +$604K | 0.41% | 39 |
|