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 Q2	$805K	Buy	16,218 +6,148	+61%	+$304K	0.02%	435
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 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 $769M AUM 18.29% 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

WCG Wealth Advisors's FCAL Position: Q2 2026 in Review

WCG Wealth Advisors increased its First Trust California Municipal High income ETF (FCAL) stake by 61% in Q2 2026, buying an estimated $304K and bringing the position to 16,218 shares worth $805K. The position accounts for 0.02% of the portfolio, ranked #435.

WCG Wealth Advisors first reported a position in FCAL in Q2 2022 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

WCG Wealth Advisors held 16,218 shares of First Trust California Municipal High income ETF worth $805K as of Q2 2026.
WCG Wealth Advisors bought 6,148 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $304K.
First Trust California Municipal High income ETF made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #435 holding.
WCG Wealth Advisors first reported a position in First Trust California Municipal High income ETF in Q2 2022 and has held it in 4 quarters since.
86 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.