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 Q2	–	Sell	-3,494	Closed	-$171K	–	890
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 $445B AUM 25.58% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

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

Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Twin Peaks Wealth Advisors's FCAL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of First Trust California Municipal High income ETF (FCAL) in Q2 2026, closing a stake of 3,494 shares — an estimated $171K sold.

Twin Peaks Wealth Advisors first reported a position in FCAL in Q4 2023 and held it in 9 quarters. The position peaked at $989K in Q4 2024. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining First Trust California Municipal High income ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 3,494 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $171K.
Twin Peaks Wealth Advisors first reported a position in First Trust California Municipal High income ETF in Q4 2023 and held it in 9 quarters.
Twin Peaks Wealth Advisors's First Trust California Municipal High income ETF position peaked at $989K in Q4 2024.
87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.