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

WCG 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 		$492K Sell
10,070
-696
-6% -$34.5K 0.01% 457
2025
Q4 		$531K Buy
+10,766
New +$530K 0.01% 442
2022
Q3 		– Sell
-6,383
Closed -$309K – 293
2022
Q2 		$309K Buy
+6,383
New +$313K 0.04% 209

Other funds holding FCAL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Mariner
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
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

WCG Wealth Advisors's FCAL Position: Q1 2026 in Review

WCG Wealth Advisors reduced its First Trust California Municipal High income ETF (FCAL) stake by 6.5% in Q1 2026, selling an estimated $34.5K and leaving 10,070 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #457.

WCG Wealth Advisors first reported a position in FCAL in Q2 2022 and has held it in 3 quarters since. The position peaked at $531K in Q4 2025. 77 funds tracked by Wall St. Rank hold FCAL as of Q1 2026.

  • WCG Wealth Advisors held 10,070 shares of First Trust California Municipal High income ETF worth $492K as of Q1 2026.
  • WCG Wealth Advisors sold 696 First Trust California Municipal High income ETF shares in Q1 2026, an estimated $34.5K.
  • First Trust California Municipal High income ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #457 holding.
  • WCG Wealth Advisors first reported a position in First Trust California Municipal High income ETF in Q2 2022 and has held it in 3 quarters since.
  • WCG Wealth Advisors's First Trust California Municipal High income ETF position peaked at $531K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.