SeaCrest Wealth Management’s First Trust California Municipal High income ETF FCAL Stock Holding History

SeaCrest Wealth Management’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	$388K	Buy	7,807 +31	+0.4%	+$1.53K	0.04%	352
2026 Q1	$380K	Buy	7,776 +30	+0.4%	+$1.49K	0.04%	407
2025 Q4	$383K	Buy	7,746 +1,829	+31%	+$90.1K	0.04%	392
2025 Q3	$290K	Buy	+5,917	New	+$284K	0.03%	473
2025 Q2	–	Sell	-4,546	Closed	-$221K	–	641
2025 Q1	$221K	Buy	+4,546	New	+$224K	0.03%	592
2022 Q3	–	Sell	-838	Closed	-$41K	–	900
2022 Q2	$41K	Buy	+838	New	+$41.1K	0.01%	1207

Other funds holding FCAL

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

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

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

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

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $289M AUM 24.14% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return