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Warren Street Wealth Advisors’s First Trust California Municipal High income ETF FCAL Stock Holding History

Warren Street 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 		$952K Buy
19,170
+5,689
+42% +$281K 0.21% 45
2026
Q1 		$659K Buy
13,481
+1,877
+16% +$93K 0.17% 52
2025
Q4 		$572K Buy
11,604
+2,537
+28% +$125K 0.16% 52
2025
Q3 		$442K Sell
9,067
-2
-0% -$96 0.13% 72
2025
Q2 		$435K Sell
9,069
-236
-3% -$11.3K 0.14% 70
2025
Q1 		$452K Buy
9,305
+2
+0% +$99 0.18% 61
2024
Q4 		$459K Buy
9,303
+29
+0.3% +$1.45K 0.19% 58
2024
Q3 		$465K Sell
9,274
-144
-2% -$7.19K 0.19% 57
2024
Q2 		$466K Hold
9,418
– – 0.23% 54
2024
Q1 		$468K Hold
9,418
– – 0.23% 57
2023
Q4 		$470K Sell
9,418
-937
-9% -$45.1K 0.27% 51
2023
Q3 		$489K Hold
10,355
– – 0.32% 42
2023
Q2 		$507K Sell
10,355
-354
-3% -$17.4K 0.33% 42
2023
Q1 		$527K Sell
10,709
-1,565
-13% -$76.8K 0.38% 32
2022
Q4 		$594K Buy
12,274
+805
+7% +$38.4K 0.48% 25
2022
Q3 		$537K Sell
11,469
-418
-4% -$20.4K 0.54% 27
2022
Q2 		$575K Buy
+11,887
New +$583K 0.56% 28

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

Warren Street Wealth Advisors's FCAL Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its First Trust California Municipal High income ETF (FCAL) stake by 42% in Q2 2026, buying an estimated $281K and bringing the position to 19,170 shares worth $952K. The position accounts for 0.21% of the portfolio, ranked #45.

Warren Street Wealth Advisors first reported a position in FCAL in Q2 2022 and has held it in 17 quarters since. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Warren Street Wealth Advisors held 19,170 shares of First Trust California Municipal High income ETF worth $952K as of Q2 2026.
  • Warren Street Wealth Advisors bought 5,689 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $281K.
  • First Trust California Municipal High income ETF made up 0.21% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Warren Street Wealth Advisors first reported a position in First Trust California Municipal High income ETF in Q2 2022 and has held it in 17 quarters since.
  • 87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.