Steward Partners Investment Advisory’s First Trust California Municipal High income ETF FCAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$245K	Sell	5,100 -268	-5%	-$12.9K	﹤0.01%	1657
2025 Q1	$261K	Hold	5,368	–	–	﹤0.01%	1519
2024 Q4	$265K	Buy	5,368 +268	+5%	+$13.2K	﹤0.01%	1472
2024 Q3	$256K	Buy	+5,100	New	+$256K	﹤0.01%	1402