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 Q3	–	Sell	-16	Closed	-$811	–	226
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

Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $1.1B AUM 19.2% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Navigation Group Redwood City, California $501M AUM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Spectrum Wealth Advisory Group's FCAL Position: Q3 2026 in Review

Spectrum Wealth Advisory Group sold out of First Trust California Municipal High income ETF (FCAL) in Q3 2026, closing a stake of 16 shares — an estimated $811 sold.

Spectrum Wealth Advisory Group first reported a position in FCAL in Q1 2019 and held it in 8 quarters. The position peaked at $3.5M in Q4 2019. 32 funds tracked by Wall St. Rank hold FCAL as of Q3 2026.

Spectrum Wealth Advisory Group reported no remaining First Trust California Municipal High income ETF position as of Q3 2026 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 16 First Trust California Municipal High income ETF shares in Q3 2026, an estimated $811.
Spectrum Wealth Advisory Group first reported a position in First Trust California Municipal High income ETF in Q1 2019 and held it in 8 quarters.
Spectrum Wealth Advisory Group's First Trust California Municipal High income ETF position peaked at $3.5M in Q4 2019.
32 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.