Signature Estate & Investment Advisors’s First Trust California Municipal High income ETF FCAL Stock Holding History

Signature Estate & Investment 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
2024 Q1	–	Sell	-4,011	Closed	-$200K	–	184
2023 Q4	$200K	Buy	+4,011	New	+$193K	0.01%	176

Other funds holding FCAL

MMA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CBB

Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WIM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SEP

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Signature Estate & Investment Advisors's FCAL Position: Q1 2024 in Review

Signature Estate & Investment Advisors sold out of First Trust California Municipal High income ETF (FCAL) in Q1 2024, closing a stake of 4,011 shares — an estimated $200K sold.

Signature Estate & Investment Advisors first reported a position in FCAL in Q4 2023 and held it in 1 quarter. The position peaked at $200K in Q4 2023. 52 funds tracked by Wall St. Rank hold FCAL as of Q1 2024.

Signature Estate & Investment Advisors reported no remaining First Trust California Municipal High income ETF position as of Q1 2024 after selling out during the quarter.
Signature Estate & Investment Advisors sold 4,011 First Trust California Municipal High income ETF shares in Q1 2024, an estimated $200K.
Signature Estate & Investment Advisors first reported a position in First Trust California Municipal High income ETF in Q4 2023 and held it in 1 quarter.
Signature Estate & Investment Advisors's First Trust California Municipal High income ETF position peaked at $200K in Q4 2023.
52 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q1 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.