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 $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

CBB

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

MMA

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

SEP

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

SteelPeak Wealth's FCAL Position: Q4 2022 in Review

SteelPeak Wealth sold out of First Trust California Municipal High income ETF (FCAL) in Q4 2022, closing a stake of 5,050 shares — an estimated $236K sold.

SteelPeak Wealth first reported a position in FCAL in Q1 2021 and held it in 7 quarters. The position peaked at $397K in Q4 2021. 36 funds tracked by Wall St. Rank hold FCAL as of Q4 2022.

SteelPeak Wealth reported no remaining First Trust California Municipal High income ETF position as of Q4 2022 after selling out during the quarter.
SteelPeak Wealth sold 5,050 First Trust California Municipal High income ETF shares in Q4 2022, an estimated $236K.
SteelPeak Wealth first reported a position in First Trust California Municipal High income ETF in Q1 2021 and held it in 7 quarters.
SteelPeak Wealth's First Trust California Municipal High income ETF position peaked at $397K in Q4 2021.
36 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q4 2022.

Based on SteelPeak Wealth's 13F filing for Q4 2022, filed 25 Jan 2023.