Southland Equity Partners’s First Trust California Municipal High income ETF FCAL Stock Holding History

Southland Equity Partners’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	$1.5M	Sell	30,129 -5,734	-16%	-$283K	0.26%	74
2026 Q1	$1.75M	Sell	35,863 -7,576	-17%	-$375K	0.34%	63
2025 Q4	$2.14M	Sell	43,439 -10,598	-20%	-$522K	0.42%	54
2025 Q3	$2.64M	Sell	54,037 -194	-0.4%	-$9.32K	0.53%	44
2025 Q2	$2.6M	Buy	54,231 +13,651	+34%	+$656K	0.57%	39
2025 Q1	$1.97M	Sell	40,580 -2,765	-6%	-$136K	0.46%	48
2024 Q4	$2.14M	Sell	43,345 -28,298	-39%	-$1.41M	0.5%	46
2024 Q3	$3.6M	Buy	71,643 +299	+0.4%	+$14.9K	0.87%	27
2024 Q2	$3.53M	Buy	71,344 +15,173	+27%	+$749K	1.01%	22
2024 Q1	$2.79M	Buy	56,171 +11,079	+25%	+$551K	0.78%	29
2023 Q4	$2.25M	Buy	45,092 +2,742	+6%	+$132K	0.7%	31
2023 Q3	$2M	Buy	42,350 +926	+2%	+$44.9K	0.69%	31
2023 Q2	$2.03M	Buy	41,424 +5,873	+17%	+$288K	0.68%	31
2023 Q1	$1.75M	Buy	35,551 +6,903	+24%	+$339K	0.69%	30
2022 Q4	$1.39M	Buy	28,648 +510	+2%	+$24.3K	0.53%	33
2022 Q3	$1.32M	Buy	28,138 +122	+0.4%	+$5.96K	0.65%	33
2022 Q2	$1.36M	Sell	28,016 -4,661	-14%	-$229K	0.62%	33
2022 Q1	$1.66M	Sell	32,677 -4,147	-11%	-$219K	0.69%	27
2021 Q4	$2.02M	Sell	36,824 -1,854	-5%	-$101K	0.83%	24
2021 Q3	$2.11M	Buy	38,678 +3,773	+11%	+$208K	0.97%	18
2021 Q2	$1.92M	Sell	34,905 -4,339	-11%	-$237K	0.91%	21
2021 Q1	$2.12M	Buy	39,244 +7,939	+25%	+$430K	1.2%	18
2020 Q4	$1.69M	Buy	+31,305	New	+$1.67M	1.14%	20

Other funds holding FCAL

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

WAS

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

BZWA

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

HWA

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

Southland Equity Partners's FCAL Position: Q2 2026 in Review

Southland Equity Partners reduced its First Trust California Municipal High income ETF (FCAL) stake by 16% in Q2 2026, selling an estimated $283K and leaving 30,129 shares worth $1.5M. The position accounts for 0.26% of the portfolio, ranked #74.

Southland Equity Partners first reported a position in FCAL in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.6M in Q3 2024. 15 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

Southland Equity Partners held 30,129 shares of First Trust California Municipal High income ETF worth $1.5M as of Q2 2026.
Southland Equity Partners sold 5,734 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $283K.
First Trust California Municipal High income ETF made up 0.26% of Southland Equity Partners's portfolio in Q2 2026, its #74 holding.
Southland Equity Partners first reported a position in First Trust California Municipal High income ETF in Q4 2020 and has held it in 23 quarters since.
Southland Equity Partners's First Trust California Municipal High income ETF position peaked at $3.6M in Q3 2024.
15 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.