Warren Street Wealth Advisors’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 | $435K | Sell |
9,069
-236
| -3% | -$11.3K | 0.14% | 69 |
|
|
2025
Q1 | $452K | Buy |
9,305
+2
| +0% | +$97 | 0.18% | 60 |
|
|
2024
Q4 | $459K | Buy |
9,303
+29
| +0.3% | +$1.43K | 0.19% | 58 |
|
|
2024
Q3 | $465K | Sell |
9,274
-144
| -2% | -$7.23K | 0.19% | 56 |
|
|
2024
Q2 | $466K | Hold |
9,418
| – | – | 0.23% | 53 |
|
|
2024
Q1 | $468K | Hold |
9,418
| – | – | 0.23% | 57 |
|
|
2023
Q4 | $470K | Sell |
9,418
-937
| -9% | -$46.8K | 0.27% | 51 |
|
|
2023
Q3 | $489K | Hold |
10,355
| – | – | 0.32% | 42 |
|
|
2023
Q2 | $507K | Sell |
10,355
-354
| -3% | -$17.3K | 0.33% | 42 |
|
|
2023
Q1 | $527K | Sell |
10,709
-1,565
| -13% | -$77K | 0.38% | 32 |
|
|
2022
Q4 | $594K | Buy |
12,274
+805
| +7% | +$39K | 0.48% | 25 |
|
|
2022
Q3 | $537K | Sell |
11,469
-418
| -4% | -$19.6K | 0.54% | 27 |
|
|
2022
Q2 | $575K | Buy |
+11,887
| New | +$575K | 0.56% | 28 |
|