Wealth Enhancement Advisory Services
FCAL icon

Wealth Enhancement Advisory Services’s First Trust California Municipal High income ETF FCAL Stock Holding History

Wealth Enhancement Advisory Services’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 		$203K Sell
4,096
-1,103
-21% -$54.5K ﹤0.01% 3574
2026
Q1 		$255K Sell
5,199
-845
-14% -$41.9K ﹤0.01% 2928
2025
Q4 		$298K Buy
6,044
+389
+7% +$19.2K ﹤0.01% 2927
2025
Q3 		$277K Buy
5,655
+279
+5% +$13.4K ﹤0.01% 2867
2025
Q2 		$258K Sell
5,376
-1,285
-19% -$61.7K ﹤0.01% 2765
2025
Q1 		$323K Sell
6,661
-216
-3% -$10.6K ﹤0.01% 2386
2024
Q4 		$340K Buy
6,877
+271
+4% +$13.5K ﹤0.01% 2277
2024
Q3 		$331K Buy
6,606
+1,783
+37% +$89K ﹤0.01% 2103
2024
Q2 		$239K Buy
4,823
+37
+0.8% +$1.82K ﹤0.01% 2150
2024
Q1 		$238K Buy
4,786
+588
+14% +$29.2K ﹤0.01% 2080
2023
Q4 		$210K Buy
+4,198
New +$202K ﹤0.01% 2068

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

Wealth Enhancement Advisory Services's FCAL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust California Municipal High income ETF (FCAL) stake by 21% in Q2 2026, selling an estimated $54.5K and leaving 4,096 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #3574.

Wealth Enhancement Advisory Services first reported a position in FCAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $340K in Q4 2024. 87 funds tracked by Wall St. Rank hold FCAL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 4,096 shares of First Trust California Municipal High income ETF worth $203K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,103 First Trust California Municipal High income ETF shares in Q2 2026, an estimated $54.5K.
  • First Trust California Municipal High income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3574 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust California Municipal High income ETF in Q4 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's First Trust California Municipal High income ETF position peaked at $340K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held First Trust California Municipal High income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.