Spectrum Wealth Advisory Group’s First Trust California Municipal High income ETF FCAL Stock Holding History

Spectrum Wealth Advisory Group’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	$811	Buy	+16	New	+$790	﹤0.01%	429
2020 Q4	–	Sell	-8,206	Closed	-$433K	–	38
2020 Q3	$433K	Sell	8,206 -34,706	-81%	-$1.84M	0.28%	31
2020 Q2	$2.24M	Sell	42,912 -20,188	-32%	-$1.03M	3.16%	10
2020 Q1	$3.22M	Sell	63,100 -2,482	-4%	-$132K	6.97%	4
2019 Q4	$3.5M	Buy	65,582 +5,808	+10%	+$309K	6.27%	4
2019 Q3	$3.18M	Buy	59,774 +19,695	+49%	+$1.05M	6.33%	4
2019 Q2	$2.1M	Sell	40,079 -13,376	-25%	-$693K	4.29%	6
2019 Q1	$2.75M	Buy	+53,455	New	+$2.7M	4.3%	9

Other funds holding FCAL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CBB

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

WIM

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Spectrum Wealth Advisory Group's FCAL Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in First Trust California Municipal High income ETF (FCAL) in Q2 2026: 16 shares worth $811. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in FCAL as recently as Q3 2020.

Spectrum Wealth Advisory Group first reported a position in FCAL in Q1 2019 and has held it in 8 quarters since. The position peaked at $3.5M in Q4 2019. 86 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

Spectrum Wealth Advisory Group held 16 shares of First Trust California Municipal High income ETF worth $811 as of Q2 2026.
First Trust California Municipal High income ETF was a new Spectrum Wealth Advisory Group position in Q2 2026.
First Trust California Municipal High income ETF made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #429 holding.
Spectrum Wealth Advisory Group first reported a position in First Trust California Municipal High income ETF in Q1 2019 and has held it in 8 quarters since.
Spectrum Wealth Advisory Group's First Trust California Municipal High income ETF position peaked at $3.5M in Q4 2019.
86 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.