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

Towerpoint 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
2026
Q2 		$336K Sell
6,759
-191
-3% -$9.43K 0.12% 86
2026
Q1 		$340K Sell
6,950
-127
-2% -$6.29K 0.14% 69
2025
Q4 		$349K Sell
7,077
-102
-1% -$5.02K 0.14% 68
2025
Q3 		$350K Sell
7,179
-367
-5% -$17.6K 0.14% 69
2025
Q2 		$362K Sell
7,546
-670
-8% -$32.2K 0.16% 67
2025
Q1 		$399K Hold
8,216
– – 0.2% 57
2024
Q4 		$406K Sell
8,216
-425
-5% -$21.2K 0.2% 55
2024
Q3 		$434K Sell
8,641
-20
-0.2% -$999 0.21% 57
2024
Q2 		$429K Hold
8,661
– – 0.21% 55
2024
Q1 		$430K Buy
8,661
+2,353
+37% +$117K 0.22% 54
2023
Q4 		$315K Sell
6,308
-262
-4% -$12.6K 0.17% 61
2023
Q3 		$310K Sell
6,570
-245
-4% -$11.9K 0.18% 63
2023
Q2 		$334K Buy
6,815
+1,510
+28% +$74.1K 0.19% 63
2023
Q1 		$261K Sell
5,305
-97,885
-95% -$4.81M 0.15% 69
2022
Q4 		$4.99M Sell
103,190
-2,341
-2% -$112K 2.88% 10
2022
Q3 		$4.94M Sell
105,531
-3,650
-3% -$178K 2.98% 8
2022
Q2 		$5.28M Sell
109,181
-250
-0.2% -$12.3K 3.16% 8
2022
Q1 		$5.58M Sell
109,431
-350
-0.3% -$18.5K 2.77% 11
2021
Q4 		$6.01M Buy
109,781
+404
+0.4% +$22.1K 2.84% 11
2021
Q3 		$5.96M Buy
109,377
+1,125
+1% +$62.1K 2.97% 12
2021
Q2 		$5.96M Sell
108,252
-668
-0.6% -$36.5K 2.96% 12
2021
Q1 		$5.87M Buy
108,920
+2,135
+2% +$116K 2.82% 13
2020
Q4 		$5.78M Buy
106,785
+3,265
+3% +$174K 2.89% 13
2020
Q3 		$5.46M Buy
103,520
+4,445
+4% +$235K 3.04% 12
2020
Q2 		$5.17M Buy
99,075
+100
+0.1% +$5.08K 3.22% 12
2020
Q1 		$5.06M Buy
98,975
+5,500
+6% +$293K 4.01% 10
2019
Q4 		$4.99M Buy
93,475
+18,455
+25% +$983K 3.3% 12
2019
Q3 		$4M Buy
75,020
+47,320
+171% +$2.51M 2.71% 15
2019
Q2 		$1.46M Buy
+27,700
New +$1.44M 1.02% 22

Other funds holding FCAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Towerpoint Wealth's FCAL Position: Q2 2026 in Review

Towerpoint Wealth reduced its First Trust California Municipal High income ETF (FCAL) stake by 2.7% in Q2 2026, selling an estimated $9.43K and leaving 6,759 shares worth $336K. The position accounts for 0.12% of the portfolio, ranked #86.

Towerpoint Wealth first reported a position in FCAL in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.01M in Q4 2021. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Towerpoint Wealth held 6,759 shares of First Trust California Municipal High income ETF worth $336K as of Q2 2026.
  • Towerpoint Wealth sold 191 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $9.43K.
  • First Trust California Municipal High income ETF made up 0.12% of Towerpoint Wealth's portfolio in Q2 2026, its #86 holding.
  • Towerpoint Wealth first reported a position in First Trust California Municipal High income ETF in Q2 2019 and has held it in 29 quarters since.
  • Towerpoint Wealth's First Trust California Municipal High income ETF position peaked at $6.01M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.