Twin Peaks Wealth Advisors’s First Trust California Municipal High income ETF FCAL Stock Holding History

Twin Peaks Wealth Advisors’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 Q1	$171K	Buy	+3,494	New	+$173K	0.04%	210
2025 Q4	–	Sell	-4,797	Closed	-$234K	–	191
2025 Q3	$234K	Hold	4,797	–	–	0.08%	154
2025 Q2	$229K	Sell	4,797 -10,205	-68%	-$490K	0.07%	146
2025 Q1	$717K	Sell	15,002 -5,038	-25%	-$248K	0.33%	66
2024 Q4	$989K	Buy	20,040 +6,401	+47%	+$319K	0.42%	56
2024 Q3	$684K	Buy	13,639 +680	+5%	+$34K	0.32%	63
2024 Q2	$642K	Buy	12,959 +4,888	+61%	+$241K	0.32%	62
2024 Q1	$401K	Sell	8,071 -5,364	-40%	-$267K	0.22%	79
2023 Q4	$671K	Buy	+13,435	New	+$646K	0.43%	49

Other funds holding FCAL

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

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

Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return