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

SteelPeak Wealth’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
2022 Q4	–	Sell	-5,050	Closed	-$236K	–	443
2022 Q3	$236K	Hold	5,050	–	–	0.02%	352
2022 Q2	$244K	Sell	5,050 -2,200	-30%	-$108K	0.02%	349
2022 Q1	$369K	Hold	7,250	–	–	0.02%	326
2021 Q4	$397K	Buy	7,250 +750	+12%	+$41K	0.02%	294
2021 Q3	$354K	Hold	6,500	–	–	0.02%	301
2021 Q2	$358K	Buy	6,500 +750	+13%	+$41K	0.03%	309
2021 Q1	$310K	Buy	+5,750	New	+$312K	0.02%	299

Other funds holding FCAL

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

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

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

Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Royal Bank of Canada

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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